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May 22
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867: How to Stop Being Busy and Start Being Strategic with Richard Medcalf

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Richard Medcalf says: "The most important project is the one that no one else is asking for."

Richard Medcalf reveals how to free up time for the strategic activities that will advance your career.

You’ll Learn:

  1. Why productivity won’t solve busy-ness
  2. The crucial question that makes you more strategic
  3. The powerful reframe that slashes busywork

About Richard

Richard Medcalf describes himself as “what you get if you were to put a McKinsey consultant, a slightly unorthodox pastor and an entrepreneur into a blender”.

He is the founder of Xquadrant, which helps elite leaders reinvent their ‘success formula’ and multiply their impact. His personal clients include CEOs of billion-dollar corporations, successful serial entrepreneurs, and the founders of tech ‘unicorns’.

Richard has advised the C-Suite for over 25 years. After a Masters at Oxford University, where he came top in his year, he joined a premier strategy consultancy and later became the youngest-ever Partner. He then spent 11 years at tech giant Cisco in an elite team reporting to the CEO.

Richard is bi-national English/French, lives near Paris, and is happily married and the proud father of two. He has an insatiable love for spicy food and the electric guitar.

Resources Mentioned

Richard Medcalf Interview Transcript

Pete Mockaitis
Richard, welcome back to How to be Awesome at Your Job.

Richard Medcalf
Pete, it’s a pleasure to be back. Thank you for inviting me on the show again.

Pete Mockaitis
Well, I’m excited to get into your wisdom and your book Making TIME for Strategy: How to be less busy and more successful. I’d love to hear your take. It’s been three years, and what a three-years it’s been since we last spoke, any particular discoveries that have really struck you in this time?

Richard Medcalf
Yeah, actually, one thing that’s really struck me is this whole shift of virtual work, which, obviously, blah, blah, blah, everyone’s talked about time and time again, too much now perhaps, but it has exacerbated the problem that I saw everybody was having before, which is being overloaded and being overwhelmed because the barriers have really gone down for so many people.

They’re at home, they’re at work, or they’re everywhere, and there’s more and more stuff coming, and more and more pressures at any one time. It’s the Zoom call phenomenon. You’re on a call one minute, your baby is crying the next minute, everything else. So, I think people have felt a lot of pressure to deliver a lot of things.

Pete Mockaitis
Absolutely. And so, in your book Making TIME for Strategy, I’d love to hear any novel insights you’ve picked up along the way as you’re researching and assembling this?

Richard Medcalf
Yeah. So, one of the studies that I talk about there, this sense, especially over the last two, three years, there’s just so much coming at us all the time from every direction. I realized this is something which almost every leader and every individual contributor, frankly, is feeling these days because the boundaries aren’t there. I call it the infinity trap because we have an infinity of things, Pete, now.

You want to chat with somebody? You’ve got infinite social media opportunities to go and speak to somebody. You want to consume content? You’ve got an infinite amount of videos, podcasts, books to read, blogs to consume, you name it, movies to stream. You’ve got an infinite number of messages coming into your inbox, tasks from your manager, from your colleagues, from clients, or from anybody who wants to get an email into your inbox or message into your Slack or Microsoft Teams, so, it never stops.

We think we can just kind of plow through it but you can’t beat infinity, and I think that’s what people have been suffering from, and why I see everybody around me is crazy busy these days.

Pete Mockaitis
Infinity trap. Well-said. I think it was Matthew Kelly, in one of his books or talks, said, long and ago and it hit me, he’s like, “You’ll never…” and he’s Australian so he’s got a charming accent, and he’s like, “There’ll never be a moment in your life…” and he’s like, “All right, I’m all caught up now. All the things that are on my list are now off of it. Like, that just will never happen, and it’s good to just see…”

Richard Medcalf
But we say this, though.

Pete Mockaitis
Yeah, hear it, say it.

Richard Medcalf
Yeah, we say this all the time. We don’t say it quite like that. We say, “It’ll be quieter next quarter.” A number of people say that, “Oh, Richard, I’m really crazy busy right now, so busy. Yeah, it’s a bit difficult time but next quarter, I’ve got some time opening up in my diary.” I’m like, “Of course, you’ve got time. It’s 12 weeks away. Of course, it’s not full up yet,” and we just keep telling ourselves that, somehow, it’s just a bit busy right now, and it’s going to get better. And does it ever get better, really?

Pete Mockaitis
Yeah, that’s a really good reality check right there in terms of “Is now really especially busy?” And I guess, I think sometimes that feels true in terms of cyclical industries like, I’m thinking, accountants in the US near April. All right. Fair enough. It really is a particularly crazy busy time. And you know it, and you’ll feel it. But in more of a typical workflow world, it’s sort of just always true that many stakeholders are requesting many things from you, and that’s just every day of the year.

Richard Medcalf
And when you least expect it, you get, even your accountants or your finance team that you’re talking about, they get past the yearend, and then, “Oh, no, there’s an M&A going on. Now there’s an order.” Who knows? So, I agree there’s a cyclical part to business but, actually, when we’re on the down cycle, there’s always other projects that come in. So, yeah, I think we have this.

And I talk about the perfect day. We often say, “It’s not the perfect day right now to get started on whatever. So, you know what, I’ve got more important things I need to get to. I know that but today is not a great day because I’ve got my year end, because I’ve got this project going on, because COVID has just hit, because there’s a macroeconomic shakedown happening somewhere in the world.”

So, we kind of keep waiting often, we say, “Well, I’m really busy right now but I can’t quite sort out that busyness. It’s just happening to me, but give me next week, it will be better, or next month, it will be better, or next quarter, it will be better, and then we’ll get there.” But that’s like me, I’m going on a diet. I struggle to do these things, take on new habits sometimes because I’m waiting for the perfect day, like, “Well, now is not a good day to lose a few pounds because there’s a massive chocolate cake in front of me.”

“Now is not a good day because it’s the weekend,” “Now is not a good day because I’m in a restaurant,” “Now is not a good day because it’s your birthday,” or it’s my birthday, or the weather is nice, or whatever. We keep creating excuses sometimes for not dealing with some of the issues in our life, and it’s a myth. It’s a mirage that we put up. So, when it comes to this subject of busyness, I think we often put off dealing with it because we’re so busy we haven’t got the bandwidth.

Pete Mockaitis
Yeah, that’s just true. And it’s really kind of potentially vicious cycle there in terms of to do wise prioritization, for me at least, it feels like, emotionally, I need some, I guess I’d call it space, in terms of my brain. Like, there’s the mental-emotional state of being besieged by lots of stuff, it’s kind of like a stress, a narrowing, a tightening vibe. And then there’s the opposite, which is like, “Oh, hey, we’re on a retreat, and we’ve got wide open views and whiteboards or something.”

It’s like, “Ahh, here I can dream and think big, and zero in on what really matters.” And it’s tricky because when you need it most is when you have too much stuff to do, and yet that’s when it’s hardest to execute that kind of thinking.

Richard Medcalf
Yeah, I think that’s right. I talk about war time and peace time. We often think, “Yeah, I’ll do all that stuff in peace time when I haven’t got all this stuff,” just as you said, “when I’m on a desert island and I can just kick back and muse.” The reality is most of our lives is lived in that high stress, high pressure busy environment and we have to make it work there. I think that’s really important.

Pete Mockaitis
Okay. So, in your book Making TIME for Strategy, first of all, how are we defining strategy or strategic time here?

Richard Medcalf
Yeah. So, strategy doesn’t have to be corporate strategy, so this is something that we can apply at any level in the organization. We might be the CEO, and I worked with some of the most incredible CEOs on the planet, and it does apply for them doing corporate strategy, but it also applies to the individual contributor and anywhere in between.

And the reason is I’m talking about this strategic, “So, what’s going to move the needle for you?” Let me give you an example. Most of our days, we spend basically doing the same old thing, we do the same thing every week, or every month, or every time we get a new client or a new project.

And so, we get caught into the operational, keeping the lights on, turning the machine. And the strategic is going to be what breaks you out of that pattern, build a new capability, creates a new relationship, basically changes the game for you so that things become easier in the future.

I like to say that this idea of strategic time, it’s actually your number one KPI for your future success. It’s your key performance indicator. If you want to know how successful you will be in the next three years, or one year, three years, five years, then you need to look at how much time you’re investing in your future success, and that has to be looked at week on week, “This week, how much time did I spend, did I invest in making the future better? Or, did I just use all my time on all the day-to-day stuff?” I think that’s the big shift that we need to focus on.

Pete Mockaitis
I love that so much, investing to make the future better or make things easier. And this brings me back to one of my all-time favorite books that we had one of the authors on the show, Jay Papasan, The ONE Thing, that magical question, “What’s the one thing I can do, such that by doing it, everything else becomes easier or unnecessary?”

And so, here though, you’re really making me think of, I don’t know, compound interests, finance, planting acorns, getting huge trees kinds of things. So, another way to conceptualize it, so that’s really cool.

Richard Medcalf
Yeah, that’s right. I like to say, imagine that you’re a business, and, basically, you’re making zero profit, you’re bumbling along month by month, and you’re spending everything that you make, and you don’t have any money left, any margin, to invest in the future. Well, that business is a very precarious business. It can’t really respond to shocks. It’s not really going to get much better because it can’t invest in growth. Growth takes capital.

And so, a business that has no profit isn’t going to be a very successful business. It’s going to keep going very incrementally. Now, compare it with a business that can generate enough extra margin that it can invest in its future, build out new factories, do marketing, do customer acquisition, create new technology platforms, whatever you want. That business is going to go places.

And it’s like, individually, we’re that business. Often, we have no spare margin of time in a week, so how can we invest making the future better? We can’t. Which is why, in the book, I say, you’ve got to start small but you’ve got to start to find a little bit of time that you can reinvest in the future.

Pete Mockaitis
Okay. Could you share with us a particularly inspiring story of a professional who found themselves enmeshed in any number of infinity traps, too busy, and then made some changes, invested, put some time into strategy and saw some cool results?

Richard Medcalf
Well, I’ll give you an example, actually, from my own career, at the very start of my career. I started my career as an analyst in a strategy consulting company, and we were working long hours, like, building basically Excel financial models for our clients, and this is how we got successful, which was bill all sorts of hours to clients, made the company money, and deliver some good piece of analysis.

What I realized after a few months, “You know what, every time we get a new client, we build one of these models, and they’re always different but they’re always kind of similar, and yet we’re building them from scratch each time. They take a long time, there’s lots of potential errors or bugs.”

Pete Mockaitis
I made those errors before, Richard. Flashbacks for review.

Richard Medcalf
Yeah, this thing can happen. It also takes a lot of time building out a model from scratch.

So, what I realized is I needed to actually invest in building myself a framework, a template that allowed me to build these models quicker than before. So, when my colleagues were doing all their billed hours, I took some time off customer billing to work late at night sometimes on building my own template. My colleagues thought I was geeking out, that I was just have lost the plot, “Richard, what are you doing? That’s not how you’re going to be successful in our company. You’ve got to bill to clients.” Well, fast-forward two weeks, I’d built a model which would suddenly allow me to do in a morning what they were taking a week to do.

Pete Mockaitis
No kidding?

Richard Medcalf
And it was more beautiful, it was less error-prone, it had all the charts built in, it’s more flexible, we could do analyses and scenarios, all the rest of it at the fracture of the time. With that time that I’d freed up, I was then able to invest it in project management, learning how to do business development, sell projects, generally use this time on the next level of activity because I’d already got the base level nailed and systematized.

Now, it wasn’t just because of this, but I ended up becoming the youngest ever partner in that strategy consulting company. I had a great trajectory because I’d figured out, “This is stuff which I shouldn’t be spending my whole life doing. It’s not going to get me to the next level. No one ever gets made partner because they’re spending all their time building the basic Excel models.” And so, it’s that kind of shift, I invested a bit of time, a couple of weeks, and then it freed me up forever after then.

I had another client I was working with on one of my programs recently in finance. He was a finance manager, kind of mid-level, and when he came to me, he said, “I’m just overloaded. I can’t do anything. I’m completely overwhelmed.” And then when we started to get into it and we looked at his time, we found 30% of his time was doing all the finance processes every month – payroll, and sales commissions, and these things, and it was incredibly complicated in his business.

He’d become successful because he had nailed those, he’d mastered it, he’d actually figured out the whole mess, and was able to process it and do it all well. So, he’d become successful because of that but it was now holding him back. So, I said to him, “You’re not going to be made CFO because of your ability to do the monthly payroll.” And he realized this was a gamechanger for him, and he had to shift, otherwise, he was going to get stuck.

So, 30% of his time, where that’s, I think, almost two days a week, a day and a half a week was being stuck on all this stuff. So, we figured out a plan, he didn’t think it was going to be possible to start with, he didn’t think his had what it took, everything else. But within about two months, two or three months, he was able to go to his manager, and say, “Hey, what else shall I take on? I’ve a bit of a spare end here. I’ve got some time.” And he took on extra responsibility in the commercial part of the organization. He got this promotion.

He couldn’t believe at how much he managed to free himself up. It’s because he thought it was just a question of a few tactics that he had to sort, but it wasn’t just a question of tactics. He had to address his mindset, he had to address his influence with his team. These are the deeper-level issues that keep us held back.

So, after we think we can’t do anything else, because we’d looked at the productivity, we’ve applied our Gmail filters, we’ve got a good to-do list, and we think we’re doing all we can, but there’s a whole level of other things that we need to be working on if we’re going to actually free ourselves up.

Pete Mockaitis
That’s really cool. Thank you. And I would like to see this miracle model template, as the former consultant dork in me would just like to see what that looks like in practice. So, that’s cool. Well, yeah, let’s hear about some of these deeper mindset belief stuff before we get into some tactics associated with shortcut keys or email filters. What’s going on internally that we should really address?

Richard Medcalf
Yeah. So, when you’re really busy, you haven’t got much time, by definition, so you have to work on the number one limiting factor holding you back right now. And that’s really how I structured the book, because the first part of the book actually talks about “What do you actually want to put your time on?” Most people, they don’t actually know what they want to do if they had a free hour, or a free morning, or a free week. They’re not really clear.

And so, when faced with a vague, ambiguous idea of being more strategic versus concrete, specific, and rewarding actions like getting an email off your list, or taking some low-level easy activity done, we’re going to gravitate to the latter. So, the first thing is to really get clear on what is your strategic agenda, what are the questions you want to be asking yourself, the projects you want to do if only you had time.

So, once we figure out what we want to actually focus on, then we have to figure out what’s stopping us from focusing on them, and naturally we tend to go to tactics. We tend to say, “I need to get a better workflow,” and there’s a lot there that we should do but we can never beat infinity with increased productivity. We can’t. It doesn’t work. As I said, infinity is the realm of the gods, and productivity is a mortal’s weapon, a sort. You can’t defeat it, and so we need a different strategy.

And so, actually, in the book, I focus on these four areas, and I was very impressed with myself, I must say, when I realized that they spelt the work TIME. So, there you go, four easy strategies to focus on. The first is tactics, and so there are things we need to focus on there. And perhaps some leaders do it very well, other people, you know what, they do need to kind of get a bit sharpen up on how they deal with meetings, how they deal with incoming tasks, how they deal with incoming messages, what their workflows are.

And, also, whatever you are, if you are over-busy, you do need a tactical plan to extract yourself from all of this in a very short space of time. It’s, like, if your business is losing money, you can’t wait too long. You have to make big changes now so that you become profitable and you can start to grow again. So, the first is tactic.

The second is influence, because if you want to go on a diet, the people that are going to stop you tend to be your family by waving the chocolate cake under your nose, or offering you the alcohol, or whatever it is you’re trying to stop, because the people around us have a certain stake in how we operate. So, at home, if you want to eat differently, well, your family, well, their share their meals with you so it affects them, or they feel guilty if you’re not eating something that they want to eat, if you’re not opening the bottle of wine if they want to a drink or whatever it is.

And so, in the work situation, it’s the same. We have all these stakeholders and no matter what our plan is for being more strategic, we have to face the reality that all around us, we have our boss, our peers in the organization, perhaps our team, who require and expect things from us and have a certain way of relating to us, so we need to better influence and renegotiate their expectations. We need to say, “You know what, you’ve been getting this from me but, actually, it’s not my highest use of my time. To have a bigger impact in the organization, I need to do something differently, so let’s talk about that and figure out a way forward.” So, influence is a big issue.

And then there’s mindset, which is what we believe and think. I can give you a story about mindset, but perhaps one from the framework first. Mindset is clearly important because, often, we just don’t believe we can, or we believe we’re optimum in some ways. Mindset is basically so important because what we believe is necessarily possible or desirable is what governs our behavior. So, if we think that what we’re doing is basically necessarily, basically the only thing we’ve got, the only choice we have, and it’s also kind of desirable in some way, we won’t actually change our behavior.

And then the final part is environment, because if we have a team, then we owe it to ourselves not just to work ourselves but to free our team up so that if we want to delegate, they can actually receive our delegation, or if they’re getting pulled left to right by busy work in the organization that they get to free themselves up and work on their high-value activities. So, environment is all about shaping a culture across the broader organization and being a force of change in the wider business.

So, you have these four areas – tactics, influence, mindset, and environment – and the point I made before is really important. You have to focus on the right one to start with, otherwise you just get frustrated because nothing is changing. If you’ve got the wrong mindset, then all your tactics aren’t going to really make a big difference because you can be locked into the wrong way of working. Or, we haven’t got enough influence, then you might have the best plan possible but you fail to implement the plan because you get pushback from people around you.

Pete Mockaitis
And so, when you talk about the number one limiting factor, it seems like that rule applies here as well in terms of, “Okay, is it the tactics, the influence, or the mindset, or the environment, that is the number one limiting factor at the moment?” and then you can dig in.

Richard Medcalf
You’re right, really figuring out what the number one limiting factor is really important. So, I’ve actually built a little assessment, I’ll probably link to it later on as we think about it. But what we actually have is about 20 questions, you give a sense of your score on the journey, and you actually can then choose, you’ll actually find out, which score you have into these four areas, and then you can go, “Oh, look, it’s actually mindset. I need to start on mindset.”

And so, the book is actually written to be nonlinear. Now, if you want t o jump straight into mindset, go there if that’s what’s going to be more important. Or, it’s actually, you’ve got the tactics sorted out but influence is holding you back, then perhaps open the book at that chapter and jump in there. So, I think I felt it’s really important because I don’t want to give people another big book to read when they’re very busy. I wanted people to be able to jump in and get pretty quick results.

Pete Mockaitis
Well, I guess this sort of feels like mindset, and it kind of feels like tactics, but I’m thinking of a scenario in which, sure, we’re overwhelmed by requests and firefighting and all of that, and yet, at the same time, I think, often, speaking at least for myself, there’s a thing going on where it’s like maybe it’s kind of energy levels are maybe on the mid to low side, motivation levels or focus levels also on the lower side. It’s like, “You know, I could do that thing but I kind of don’t want to, and there’s something else that’s more interesting at the moment,” even though that thing may well be the most strategically valuable. So, how do you think about this challenge here?

Because I think, in a way, most of us, if we’re really honest with ourselves, we could probably say, “All right, with a little bit of hustle, or staying a little later, or pushing back wisely and diplomatically on a couple of things, we could find that hour to do the thing that’s high, that’s leveraged.” But then it’s hard to actually do it, it’s like, “Ooh, I found an hour, I just want to sleep or relax.”

Maybe this is me talking with three young kids at home. So, how do we think about that vibe in the world of mindset, motivation, energy, focus, just the ability to summon our personal power to go forth and crush it?

Richard Medcalf
Well, probably, if you leave it to the end of your day, it’s probably not going to be a good point because you’re going to go, “Oh, I’m tired.” So, I think you do need to know when you’re energized and make your success early. So, if you figure out what’s that high-leveraged activity, get it in your diary before all the operational tactics come, all the operational issues come.

If you can say, “I’m just going to not even be on the radar, not even be on communications activities for the first hour of my day,” imagine what you could do if you did an hour a day, that’d be five hours a week, on this activity that’s going to move the needle. So, I think respecting energy, I think that’s one place because then, actually, the things which fall off the, “Ahh, I need to go home now,” or, “I’m too tired,” they’ll happen later on in the day, and, hopefully, those will then be the lower-value activities that you end up pushing back or procrastinating on.

But I think, Pete, to your point, the first thing I would ask in that situation isn’t so much when in the day you’re doing it, though I think it is important for the reasons I mentioned, it’s more, “Are you really sold on the value of doing it? Are you really sold on the value?” because the first sale is always to our self. One of the things I say in the book is the most important project is the one that no one else is asking for.

No one asked me to build that financial model in my consulting company. Nobody was asking that finance manager I mentioned to actually delegate the payroll activities and the sales commissions activities. He was doing them fine, but that was his pathway to more impact as it was mine. And so, if we’re going to do that, we really have to sell ourselves because no one is going to make us do it. That’s almost the definition of the strategic, is no one is asking us to do it. We are taking the initiative.

So, we really have to go, “Is this really important? And what’s the picture of success? If I don’t do this, what’s my trajectory going to be like? If do do this, what becomes possible?” We need to really understand the stakes. And if it doesn’t inspire us, it probably is the wrong project in some ways.

So, I always start by inspiring ourselves.

Pete Mockaitis
Yes, that notion, the most important project is the one no one is asking for, that’s heavy. It seems often true. I guess, occasionally, the most important project might be something someone happens to be asking for. That’s my intuition. You can challenge me on that, Richard, if you like. But for the most part, yeah, that really seems to track.

Richard Medcalf
Yeah, I’m sure there are examples you could come up with, of course, but I think, often, it’s we’re being asked for one thing but, often, what we need to think about is, “How am I getting better at getting better? How am I getting more of this in the future? Or, how am I going to do this without burning out, or whatever?” So, there’s normally something that isn’t being asked in the direct request to us very often.

Pete Mockaitis
Yeah, that’s good. And so then, when it comes to mindset, any other kind of critical beliefs that you think we need to face head on and readjust?

Richard Medcalf
Well, there’s so many, there’s a bunch of them, and I talk about different ones in the book. It’s personal. Some of us, the people-pleasers, if we’re people-pleasers, we find it hard to say no, but, actually, that’s because we got a tunnel vision. We’re just looking at the person in front of us and what they’re looking for, and we don’t realize that every time we say yes to them, we’re saying no to somebody else.

If I have an idea of serving stakeholders and not pleasing people, pleasing people means I’m just going to say whatever makes you feel good in the moment, or helps the person opposite. So, I think stakeholders means thinking about the bigger picture, “What’s the highest contribution that I can bring?” I’m a big fan of this, contribution rather than fear, rather than anything else, really. If we figure out how we maximize our contribution, make an impact, I think everything else flows from that.

But when we get stuck into perfectionism, people-pleasing, over-responsiveness, sometimes people get over-responsive, they feel they need to be responding to anything that comes their way, but I’d like to say, “Well, you’re an important person, and if I was reaching out to some other important person, like the president or the CEO, well, I wouldn’t even expect them to drop everything and respond within seconds.” In fact, you’d be worried if they did that. You wouldn’t respect them more; you’d respect them less. And so, why do we think that people will respect us more if we respond immediately to everything?

Actually, we should be focused. Strategic leaders working on big projects, making big things happen, they’re not just waiting around for people to be sending us messages. Now, again, this requires influence. Even with your boss, you can change this but you have to perhaps go, and say, “Look, I’m working on some big projects that we’ve agreed are key for our success. To do that, I need some focused time. And to do that, I need to ask your permission to not reply to all your messages that you’re sending me on Slack on a Monday morning between 9:00 and 11:00. Is that okay?”

And either they’ll say, “Yeah, fine. I’m glad you’re really focusing. That’s great,” or they’ll say, “No, no, no, I can’t live without you.” If they say that, then you might say, “Okay. Well, what else could work so that I can differentiate the urgent from the not quite so urgent?” because you perhaps agreed, like, “Pick up the phone and call me on a Monday morning if you need me, and I’ll leave you on my VIP list. But if you send me a message, I’ll get back to you at 11:00 o’clock.”

So, you can start to create agreements with the people around you in order to address these things. But, for me, the focus is always on contribution. If you put contribution first, then that provides a lens through which to evaluate all the different activities we’re doing. So, mindset, it does really, yeah, some of us we’re addicted to the thrill of action and doing things, some us are people-pleasers, perfectionist, all these different things. But I think we need to really be honest with ourselves about what are the stories that we’re telling ourselves.

I’ll give you an example. One of my clients got pledges from the C-suite of his company, very big role, and we’re working together on some transformational projects that he wanted to roll out. I was helping him onboard, really, onto the C-suite and be a more strategic transformational leader. A few weeks into our engagement, he said, “Richard, you’ve been coaching me for a while now, and this has been great. I’ve got a problem. I’m stuck in my email too much.”

And I said, “Well, okay, how do you want me to help?” “Richard, just give me some tips.” And I said, “Well, you’re paying me too much money as a coach to give you some tips but you can Google those. But tell me what you really need?” And so, he decided to talk, and I said, “Okay, so why are you feeling the need to deal with all these emails coming in your way and so quickly and they’re taking so much of your time?” And he says, “Well, I want to be trustworthy, reliable, and a team player.”

I said, “Well, that makes sense, so I can’t help you.” “What do you mean you can’t help me?” “Well, you just said you want to be reliable, a team player, and you want to be trustworthy. If I tell you not to do your emails so often and not answer them all, then you’re going to be unreliable, not trustworthy, not a team player, right? That’s your value, that’s your mindset, I can’t help you.”

He said, “Well, we’re stuck then?” I said, “Well, just answer me this. If your CEO was in the room, what would he be asking you for?” “Oh, he wants those transformational projects.” “If your investors were in the room, what would they be saying?” “Oh, yeah, they’d be the one that brought in my benefits. It’s going to be big.” “What about if the team were in the room?” “Oh, the employees, they’re so desperate for more modern workforce experience.” “Okay, and what about customers?” “Well, our customers won’t really know. It’s an internal transformation but it will free up the team to spend more time with customers. That’s the whole objective, so I guess the customers will be for that as well.”

So, I said, “Okay, so what you’re telling me is if you’ve been paid the big bucks as a C-level executive to roll out these transformational projects, and everyone wants you to do those, so I’m going to predict to you that you’re going to be untrustworthy, unreliable, and not a team player when you’re in your inbox doing the emails.” And in that moment, he got it, he had the aha moment, his mindset shifted, “Oh, yeah, I’ve a different role here. Being trustworthy and reliable is about me doing the big stuff and not all this little stuff.”

And so, when you get a mindset shift, it’s like that, then your possibilities open up. You see what’s desirable, necessary, impossible has just changed for him in that moment. He didn’t need a tip on how to filter his emails, more of the important thing.

Pete Mockaitis
That’s right. That’s good. And I think that’s super helpful when you get deep down into the core values of a thing and see, well, really, which pattern of activity best serves those. And it could conceivably be possible that, in the certain seasons of the work life cycle, yeah, those emails are going to be critical to ensuring these transformational projects unfold.

I found out, it’s like, “Hey, we’re launching a thing, there’s a lot of people with a lot of questions. Oops, something broke and we got to get it fixed really quick.” And in so doing, that is what enables this transformational project to happen. But most days, I find that the emails are mostly not all that transformational, in my experience.

Richard Medcalf
Yeah, so it’s back to “What you’re trying to achieve? Do you really know what this breakthrough success is going to look like, or what’s this breakthrough project?” And we know that it’s quite easy to maintain things in an incremental fashion and get a bit better, and a bit better, and a bit better, to live a week in, week out, and culture in and culture out. There’s always new stuff that’s going on. There are always things to address.

So, for me, as I help people, I really help people in two areas. One is from going from being an operational leader to being a strategic leader, which I find happens at the kind of mid to senior levels of an organization where people want to make that shift. And then, actually, with some of my top clients, they want to move from being more of a strategic leader to being an impact-centric leader, which is actually having a systemic impact beyond the company.

But if we look at these shifts, then I think it does start with an understanding that we have to play a different game as a leader. So, when you’re really good at operations, it’s putting many people are, then they know that they’re in a safe pair of hands, that they’re an expert, that they are reliable, that they basically don’t mess it up. That’s why they got where they are.

And, actually, when we become strategic, we have to start focusing on building the new, building new capabilities, forging relationships wider across the organization where we don’t have direct control. And that starts to become a bit more risky for people because it’s like, “Oh, this is a new game I’m playing. I might not be able to win it the same way.” And so, that’s like a big shift for people, and the mindset shift they have to really go, “Okay, to be strategic, I’m going to have to be a different sort of leader,” and that’s a big shift for people.

Pete Mockaitis
Okay. Well, Richard, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Richard Medcalf
Well, I’ll just say that if people are interested in this topic, the place I would start is by understanding which of the four pillars you need to focus on first – tactics, influence, mindset, and environment. To do this the best way would be to go to my website, you can take the test there, it’s about 20 questions, and it will give you a score in those four areas. And the best way to get there is to go to XQuadrant.com/awesomeatyourjob, and that will give you all the resources for this.

Pete Mockaitis
Oh, thank you. Cool. Well, now could you share a favorite quote, something you find inspiring?

Richard Medcalf
Yeah. What inspires me is this quote, “You don’t get what you want. You get who you are.” It reminds me that work is always on ourselves, who we are being in any moment and not what are we doing.

Pete Mockaitis
Okay. And could you share a favorite study or experiment or bit of research?

Richard Medcalf
I think my favorite piece of research is the one that Marshall Goldsmith did many years ago where he asked, I think it was 80,000 professionals where they rank themselves in terms of competency. And, basically, it was like 90% of professionals rated themselves in the top 50%, and 50% of professionals rated themselves in the top 10% in terms of competency levels and performance levels. So, we have to realize that we have a huge capacity for self-delusion and to think we’re doing better than we are, which, for me, is always a great reminder to try and get data points in how we’re doing.

Pete Mockaitis
Okay. And a favorite book?

Richard Medcalf
Yeah, recently, one of the books I’ve really enjoyed, actually, is a book called Unreasonable Hospitality. It tells a story of a Madison Square place in New York and how they went above and beyond normal restaurant levels of service, becoming going from basically a three-star mediocre restaurant to the number one restaurant in the world by obsessing on customer experience, by doing absolutely crazy things, very unique one-off based on individual guests coming in.

They’d Google their guests before they arrive. They would listen in. They’d try to find things that would surprise and delight. It’s something which I try to integrate into my business. It’s an ongoing journey but I find that’s very inspiring, a very inspiring story.

Pete Mockaitis
And a favorite tool, something you use to be awesome at your job?

Richard Medcalf
Yeah, I run pretty much most of my business these days on ClickUp, which I have found to have taken out a lot of the complexity and chaos in my business, so I must admit that’s a tool which I use all the time.

Pete Mockaitis
Okay. And a favorite habit, something you do that helps you be awesome at your job?

Richard Medcalf
I guess my favorite habit is probably meditation at this point. I’ve struggled with that for years on and off. I’ve found just getting the Headspace app and just doing 10 to 15 minutes a day at the start of my day has really helped me become calmer and more focused as I head into each day.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks; they quote it back to you often?

Richard Medcalf
Yeah. Well, I actually have a little snail on my desk, a little pewter snail because my favorite quote is “You got to slow down to speed up,” or as the racing car world would say, “You got to go slow to go smooth, and smooth to go fast.” And what that means for me is when we slow down our thinking to think about what’s really important in this moment, then we put our focus on more important things than when we’re rushing along just to get through our to-do list.

Pete Mockaitis
Okay. And if folks want to learn more or get in touch, where would you point them?

Richard Medcalf
So, find me on LinkedIn. I try to write a daily post there, a value-added post around impact leadership and being strategic. My website is XQuadrant.com, and, as I said, if you go to XQuadrant.com/awesomeatyourjob, you’ll find a link to the book “Making TIME for Strategy” and all the details of that, you’ll find a link to the assessment I mentioned before as one of the few other goodies there.

Pete Mockaitis
All right. Richard, it’s been a treat. I wish you much luck and time for strategy.

Richard Medcalf
Thanks, Pete.

Apr 20
0

858: Managing Small Stresses Before They Create Big Problems with Rob Cross

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Rob Cross says: "That’s really the insidious nature of the microstresses. They all seem small… but it takes a toll physiologically… in pretty powerful ways."

Rob Cross explains the dangers of microstress and provides practical solutions to build your resilience.

You’ll Learn:

  1. Why microstress is a much larger problem than we think
  2. Three types of microstress to watch out for
  3. Three solutions for when someone’s causing microstress

About Rob

Rob Cross is the Edward A. Madden Professor of Global Leadership at Babson College and the cofounder and director of the Connected Commons, a consortium of more than 150 leading organizations. He has studied the underlying networks of relationships within effective organizations and the collaborative practices of high performers for more than twenty years. Working with over 300 organizations and reaching thousands of leaders from the front line to the C-suite, he has identified specific ways to cultivate vibrant, effective networks at all levels of an organization and any career stage. He is the author of Beyond Collaboration Overload: How to Work Smarter, Get Ahead, and Restore Your Well-Being and coauthor of THE MICROSTRESS EFFECT: How Little Things Pile Up and Become Big Problems—and What to do about it with Karen Dillon.

Resources Mentioned

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Rob Cross Interview Transcript

Pete Mockaitis
Rob, welcome to How to be Awesome at Your Job.

Rob Cross
Thank you so much for having me here.

Pete Mockaitis
I’m so excited to talk about your book The Microstress Effect: How Little Things Pile Up and Create Big Problems–and What to Do about It. So juicy. But before we dive into that, this is corny, I’d like to dive into your scuba enthusiasm. What’s the story here?

Rob Cross
That was well played, young man.

Pete Mockaitis
So, you’re certified. How does that happen?

Rob Cross
I did get certified, and I’m a huge believer and a practitioner of some of the stuff we write about, and kind of adding dimensionality to your life in different ways. And so, I did that this past winter with my daughter, and then she’s kind of off and pursuing med school right now, and so it’s going to be one of the things that we use to kind of keep connected, to do short diving trips here and there. But it’s actually pretty easy, and it does bring you into a completely different realm of people, realm of experiences in life, and has been completely worthwhile, completely love it.

Pete Mockaitis
That’s cool. So, do you see dazzlingly colored fish, like on the documentaries? That’s what I imagine when I hear scuba, like, “Wow!”

Rob Cross
It’s completely like that. So, their last certification dive they take you, you’re able to go down to 60 feet with the certification I have, and I may advance that a little bit. We’ll see. But that’s when you get down there, and you’re, “Okay, this is real. If stuff runs out and I can’t get to my daughter’s regulator in time, you’re in trouble one way or the other.”

But you look around, it’s a peaceful sense of serenity like you’ve never had. She touched my shoulder at one point and pointed, and there was a five-foot nurse shark drifting 10, 15 feet away, and it’s just kind of a crazy experience overall to be able to see. What you’re talking about are the really small colorful fish but just also the serenity and kind of sense of being really removed, if you will, in different ways.

Pete Mockaitis
That’s beautiful. And so, you’ve also probably have a lot of cold-water goodness going on as well. Does that happen?

Rob Cross
Yeah, definitely. It depends on where you go. So, you’re actually looking for the warm water but, yeah, definitely.

Pete Mockaitis
All right. Well, now I’m pumped to hear about your book The Microstress Effect. First of all, tell us what is the microstress effect?

Rob Cross
So, it is a book focused on small moments of stress. And what got me interested in this was I did a book called Beyond Collaboration Overload about two years ago, and that was very focused on how just all the ways that we interact with other people in our lives today, professionally and personally, but, principally, in the workplace, it’s overwhelming us because of all the modalities and the different instances of having to be on 24/7.

And so, as I got into that work, what became apparent to me is that people are drowning, and that stress is being created, burnout is at an all-time high in most places, and it’s not really the workload that’s gone up that much. Really, what’s gone up over the course of about 10 to 15 years has been the collaborative footprint around the work. We’ve de-layered, we’ve moved to agile-based work structures, one-firm cultures, all these initiatives organizationally that have created greater context and needs for collaboration.

And, simultaneously, we’ve enabled that with all sorts of instantaneous collaborative tools, but it’s created a context where people are overwhelmed. And as I went to these interviews and could see how stressed people were, what I was finding is it wasn’t the big things that was killing us. It was the small moments of stress that people were experiencing that they’re hitting us at a velocity and frequency that our brains just aren’t wired to deal with.

And that was what, over time, was causing people problems in kind of invisible ways. So, it got us very interested both in “What does that microstress look like? How do more successful people deal with it?” and strategies for kind of thriving today.

Pete Mockaitis
Okay. Well, so I’m intrigued from a science perspective, any particularly surprising, fascinating discoveries you’ve made here? Like, is it a big deal, microstresses, or is it, like, “Well, they add up to being just a smidge more in total”?

Rob Cross
Right. I think that’s a really great question, and I love the way you asked it because I think too many people go, “Oh, it’s just one more thing, and then successful people, we’re supposed to deal with that. Just one more thing.” But the problem is our body doesn’t distinguish between big stress and small stress. Our brains do. Our brains can go into flight or fight response and kind of trigger different ways of working with big stress when we experience it.

But the small stress, you sense misalignment with a colleague and you wonder how you’re going to solve it. Or, you see somebody on your team that needs to be coached for the third time and you’re wondering, “How am I going to do that and keep their engagement?” Or, you got a text from a child, and you can’t tell if they’re grumbling for 15 seconds and over it, but you worry about it for three hours.

Rob Cross
So, we know it’s real because we see the body reacting differently. We know, for example, that the same meal processed within two hours of being under this form of social stress can result in, actually, an additional 104 calories, which doesn’t sound like much but you accumulate that over the year, and that can be as much as 11 pounds.

Pete Mockaitis
And, Rob, when you’re saying we burn an extra 104 calories because we’re hyped up or we burn 104 fewer calories?

Rob Cross
No, the reverse, we add it, yeah. And we actually process the food differently in, actually, a negative way. We know that the blood pressure is a problem. One of the neuroscientists we interviewed was describing it as kind of an analogy of having kids jumping on your bed, microstresses being the kids. You got one or two kids jumping on your bed and everything is fine, but you keep adding and adding and adding, and, eventually, the bedframe kind of cracks.

And that’s a little bit of the effect that we see neurologically with this. And I cannot tell you the number of times, going through these interviews, where these are all really successful people, top companies, really successful people. First 10 minutes, it was all rainbows and lollipops, everything is great. And then you get down to kind of minute 30, minute 45, and all the cracks are starting to creep in, and you start to get a real sense of how people are struggling.

And I think the thing that troubled me most with all these conventionally successful people was how many of them described going three, five, eight years in their lives just persisting, thinking you have to fight through only to wake up one day, and go, “What have I done? I’m not who I wanted to be. I’m not where I want to be. How did this affect me in such a way?” And I think that’s really the insidious nature of the microstresses.

They all seem small. You’re just kind of getting over one more thing each day but it takes a toll physiologically and, also, kind of from a sense of purpose and meaning in our lives in pretty powerful ways.

Pete Mockaitis
Okay, Rob, you gave us a couple examples of microstresses, but just to make sure we’re all on the same page, can you give us a few more so we can really say, “Oh, those. Okay, I know what you’re saying”?

Rob Cross
Yeah. So, we have a set of them that are really what we call drains to capacity, and they’re interactions that decrease our ability to get done what we have to get done. And so, they create stress as a product of us having to work harder and ignore our family or other things that we want to do with our lives, or they create stress, beverage of underdelivering.

But as an example, one is what I’ve come to call small misses, small performance misses from team members or colleagues. And so, what’s happened in a lot of places is most people are on five, six, seven team efforts. They may only be assigned to one but they’re usually tasked with five, six, seven other collaborative efforts that they have to be a part of and contribute to, given the way work is happening today.

And what we know happens is if you happen to own one, and everybody shows up to your one, let’s say you have four other people on that team, and they show up at 95% done, so they’re almost there, and everybody has reasons, they misunderstood, “My boss pulled me in a different direction,” “My child got sick,” that sounds like small misses, and most people just gloss over it, but that 5% times four people means 20% to you, and you’re stuck with this decision of, “Do I work through the night and push a little bit harder to get it done, or do I underdeliver?” Most people choose to work through and just get it done.

And then what they’ve done is they’ve taught people that, “Okay, 95% is good enough here, and maybe 90% the next time.” And not because people are nefarious, I really want to underscore that. The problem right now is that people are so overwhelmed in all the interviews we did across both these books, that they’re making decisions on which balls to drop nine times out of ten and not how to excel in different ways. So, that’s an example that we see.

Another one very common are when authority figures shift expectations very erratically or consistently. And that would take the form of changing what they were asking you to do, changing the performance expectations of what they had, or just emotionally being a very different person from point A to point B, and that create stress on you, individually, but then it also manifests in the second order when you have to go protect your team, or you have to go and find other people to help because the direction has shifted and you’re stuck doing things you committed to colleagues before in a prior direction, plus you’ve got to figure out new people you need to work with in different ways.

So, there’s 14 of those but that, hopefully, gives you a couple of them to get a sense of.

Pete Mockaitis
Okay. And then I’m thinking about home life as well. What are some microstresses there?

Rob Cross
Oh, absolutely. Yeah. So, one of my favorite examples is my daughter, Rachel, is somebody who’s a high-level junior tennis player. We travel the country together, and she would, as a product of having a father that knew nothing about the game at all except just trying to help her, she got very used to relying on me and to kind of talk about things that were bothering her.

And what that did, we have a super strong relationship, but what that created over time was a tendency where if anything was going wrong, she would let me know about it, just text me very quickly. And, usually, it was exactly what I was referring to earlier, a ten-second text that she wouldn’t even be thinking about. She’s just telling her dad, and yet I would worry about it for three or four hours, until one day we kind of discovered it.

And so, it’s an interesting thing with our home life, with our friends. Here is a little being that is simultaneously the greatest source of purpose for me in life, humor, all sorts of great wonderful things, yet also is a source of microstress in terms of second-hand stress that gets created and passed on. And what we did in that case is just say, “Well, don’t tell me if it’s not important to you, and I’ll avoid my four hours of anxiety.”

We’re laughing about it, of course, and she knows I’m there if anything is serious, but that’s really the trick of this, especially the people we’re closest to. They tend to be both our primary sources of joy and purpose and life satisfaction, and simultaneously our primary sources of different elements of microstress. And the trick is, “Can you adapt the interaction?” Not dump the relationship, but can you see it in the interaction and make small shifts like I’m describing with Rachel? And we have tons of those opportunities when we start looking for them that have a material impact on our lives.

Pete Mockaitis
And you say second-hand stress, is this a common notion, it’s like we pick up almost like a contagion what’s going on from other people?

Rob Cross
Right. Very much so. Yeah, that was definitely one of the microstresses we deal most prevalently. And it can take the form of an aggressive tone on a Zoom call, how people are sitting, just dejected posture, convey us a tremendous amount. It can be just typical stress that’s processing through us and we take it to somebody else.

So, one of the most common things we would hear is people would get upset about something at work, and we go home and talk to our significant other about it. And because they don’t know the whole story and ways that maybe we caused part of the problem, they just take our side in it and they’re providing empathy, they think, but they further spin us up and kind of create a second layer of stress, if you will, that it feeds back on us if we’re not really thinking carefully about how we’re turning to others, if you will.

So, again, there’s a whole kind of suite of those ways that the initial moment of stress is one instance, and then it tends to also go forward in different ways if we’re not careful about it, in what we call second-order stress.

Pete Mockaitis
Well, can you share with us the physiological symptoms to help distinguish between just nothing, like not a big deal at all, versus microstress, versus a traditional stress fight-or-flight response? Like, is it that my heartrate bumps up 20 beats per minute on a fight or flight? Or, how do I think about that?

Rob Cross
Yeah, I think you feel that rise in blood pressure, the rise in flushing in the face, the anxiety you feel in the moment. I would say that a microstress, if I were trying to make it in layman’s terms, is more of a, “Oh, my gosh, another irritation in my day, and it’s another thing that’s just going to sit in the back of my mind. It’s not insurmountable, I’m not panicked, but it’s another thing that I’m processing and I’m holding on to.” That’s the things that we tend to really try to get people to focus on.

So, when I’m working with this, and we create a table that has these 14 microstresses down one side and then the sources of them – a boss, colleagues, loved ones, team members – across the top, and I’m asking people to go through and really identify “Where are two, three, or four of these that are systemic enough in your life that you should do something about it, that you can change the nature of the interaction, you can create more time between those interactions, you can shift things in a way that has some material impact for you?”

That’s how I’m trying to hone people in on where to take action and what matters. And, universally, people look at that, and they say, “Well, can I put 10 checkboxes?” and I’m like, “No, because if it’s everything, it’s nothing.” You want to hone in on “What are the three, four areas that, if I can take concerted action against, will have a big impact for me?”

And I would really underscore for people listening here the worthwhile nature of doing that. We have a kneejerk reaction to look for the positives in things, to say, “I need to go do more fun things,” or, “I need to meditate and do gratitude journaling and things like that to get through the stress.” What if you could remove it?

And what we know, from all of social psychology, generally, is that the negative interactions have three to five times the impact of the positive. So, what if we actually focus on “How do we shape those interactions to take that out of our context?” By not doing that, we actually end up leaving the higher-leverage stuff on the table versus actually kind of going after it and trying to structure the context that we’ve let accrue around us.

Pete Mockaitis
Okay. Well, so you mentioned one microstress category, drains your capacity to get things done. Could you tell us about those that also deplete your emotional reserves and that challenge your identity? And maybe give us a story that brings them all together.

Rob Cross
Yeah. So, the deplete emotional reserves, I mean that’s what it sounds like. It’s the interactions that hit us and kind of hit us emotionally. The most common one is what most people are used to thinking about, are conflictual conversations. And some people are wired to love those, but many people aren’t and they worry about potential interactions. Before the interaction, they’re stressed out during the interaction, and then they will go and replay it in their mind five times afterwards, maybe even talk to other people and drag them through the mud as well.

And so, that’s a more conventional one that we know. You can do an awful lot about it if you just address it early and address it with evidence in certain ways versus letting it accumulate up. Another one that’s a little bit less obvious is just the stress we feel for having to take care of others and worrying about them, whether that be people on your team, an aging parent, a child, a friend that’s in trouble.

One of the fascinating things about microstresses is they have a greater impact on us because they’re coming at us through relationships. It’s not just bad news on social media. It’s the fact that this is coming to me through somebody I dislike, and that’s going to magnify of it, or it’s somebody I love and that’s going to magnify the effect of it. And, in fact, we find that the people we love and care about are just as big contributors as the conventionally toxic people that we would associate with more conventional forms of stress.

And the last one you asked about was the challenges to identity, and that’s oftentimes just small pushes or interactions that are kind of slowly pushing us away from being the people we set out to be. And so, it can happen, as an example, with performance expectations that don’t line up with your own values, whether it’s being overselling in situations, or with all the physicians and nurses we talked to that was not getting enough time for patient care.

They kind of went into that industry, that business with an eye to taking care of people, and yet as systems have evolved, they have less and less ability to do that at the level that they feel good about. So, those are the three challenges: drains to capacity, and challenges emotionally, and then challenges to value orientations. And you can get a sense that they become progressively a little bit more subtle but a little bit more impactful over time.

Pete Mockaitis
Okay. So, what do we do about them?

Rob Cross
So, what do you do? So, for me, it’s a three-pronged idea as a starting point. One is, how do you isolate out three, four, five that are hitting you systemic enough you can do something about? And that’s what I’ve already just spoken to a little bit. Second pass through it, for me, is how do you stop causing it? When we have people go through this table, it always catches people off guard when I say, “Okay, which ones are you causing unnecessarily in your life?”

And the reality is we don’t want to create stress, yet what I see, if I’m polling on large webinars with these ideas or other things, I have a couple thousand people, and I’ll say, “What are the stresses you’re experiencing?” And then I shift gears, and say, “What are the stresses you’re causing?” And almost every case, the profiles are very similar. So, the stress we experience, we tend to pass on to others, and so you want to stop that, just from an identity standpoint. You don’t want to be somebody that creates stress.

But the other reason you want to stop doing it is, I’m very convinced that the stress we create in one form, oftentimes boomerangs back on us in a different form. And so, we push a child a little further than we should, and they become belligerent or morose. Or, you lean on a favorite employee because they’ve always come through for you. Lean on them one step too hard and they start to burn out and disengage and it creates more work for you in another way. So, it’s a subtle but a really important thing to think about where you’re unnecessarily causing it.

And then the third pass for me is “Where do you need to rise above some of it?” And so, most people have had experiences in their life when they’re grumbling about how bad everything is, other people driving you crazy, blah, blah, blah, blah, and then something truly traumatic happens. You get a significant health scare, somebody you know passes away, whatever it is. But you look back and all this stuff that mattered so mightily, ten seconds go, and realized none of it mattered at that moment.

And what I’m really convinced of is the top people in our interviews, and we call them the ten percenters because it was about in one in ten that were really just living differently, that’s kind of how they go through life without the trauma. They tend to rise above a lot of the minutiae in different ways. And one of the most powerful ways they’ve done that is by being an authentic part of at least two and usually three groups outside of their profession.

So, the stories that always ended up poorly were the people that just let go of everything outside of work and direct family, and the ones that generally trended far more positively were people that maintained that dimensionality in their lives, and not just activities but putting that activity in a group of people with different perspectives and values that help to shape perspectives that you’re taking into your life.

Pete Mockaitis
So, we’re talking, like, rotary, chess club, church, like three groups outside of work. What kinds of groups are you talking about?

Rob Cross
Yeah, it could be those forms, it could be other forms. One of my favorite interviews, actually, literally, my first interview in this body of work, we were very focused early on, on “What are the ways relationships affect physical health, growth in and out of work, purpose and resilience in our lives?” And so, I just asked this woman, a really lovely British accent, I won’t try to emulate here, but I said, “Just tell me about a time in your life when you were becoming more physically healthy, whatever that means to you? not what you were doing, but what was the role of the connections around you?”

And so, she kind of chuckled and said, “Well, Rob, I was somebody that dodged gym every chance I could in high school. Wanted nothing to do with physical activity.” And she said, “That worked for me up until about my late 30s, and, all of a sudden, my doctor gave me a stern warning and said ‘You need to do something about this.’”

And so, her reaction was she started walking around a park outside of her flat in London. And then because she was going at the same time every day, bumped into a couple of people that were walking that same route, and they fell in together and started talking, and then they would walk longer routes, they did a charity walk, and then a charity run. You can kind of get where I’m going to where I was interviewing her ten years later, and she was planning vacations where she’d do a marathon with her husband first before going on vacation.

And this was the person that dodged gym in high school. And so, what she said is, “The identity of being a runner with that group, and the accountability, them expecting me to show up, enabled me to push back on things in ways that I hadn’t been doing for most of my life. Just on the margin, I was pushing back on things that were creating stress.”

But the real thing that she said mattered was that, “This was a diverse group of people that I never would’ve spent time with. They weren’t life science executives. It was the mailman, an IT person, people coming at life very differently.” And she said, “They saw me at my worst, I saw them at their worst,” and it was the perspectives that they brought and the friendships and the different vantage points into her life that just created a different perspective overall.

So, it’s that kind of thing, and it can come from any of the walks of life. You just mentioned music, religion, poetry, art, book clubs but it is always important to me that it is put in some form of group. It’s not typically running by yourself. That may be part of what you do but it’s typically putting that activity in a group and the diversity of perspectives that come into that with you that seems to be the real thing that matters.

Pete Mockaitis
Okay. Cool. So, within the group, and maybe this is not knowable, but there’s good research showing that friendships, good social support, is a big buffer to stress. And so, it seems like that’s one element but you’re highlighting something beyond that, is a diversity of experience that kind of helps you get grounded, and say, “That doesn’t really matter.” Is that fair to say?

Rob Cross
Right, yeah. And I think, like you’re saying, there’s just emerging evidence from the Harvard studies, from the work done in the book Together that shows that people with quality relationships, they lived 2.14 years longer, they’re less susceptible to colds, like, we could spend an hour on all the benefits of having a couple of close relationships in your life. They can be friends, they can be intimates. But what’s interesting to us, as we look at this, is that’s not the only way we get resilience.

So, again, a great example of that was a neurosurgeon that was in our interviews, and he was stressed out. World-renowned in what he did but he’d allowed life to evolve and to just his profession, and was a highly consuming profession and family, and he had no kind of dimensionality built in. And on a whim, he said, “I’m going to go play guitar.” He used to play guitar in high school, and he went into a music shop and got a guitar.

And as he was walking out, he saw a flier for a group looking for a guitar player in a band. And there was something like, “What we lack in quality, we make up for in volume,” I think on the flier. And he, on a whim, went and tried out with them and got into the band, and he called me like two months after that, and he said, “This has been one of the best experiences of my life because I’m hanging out with 20-year-olds and I’m doing something completely different. I’m hearing different stories, different ways of living your life, different things around what matters in their worlds, and it’s just given me a totally different slant on life.”

Now, the key to it for me is that those were not his best friends, those weren’t the two, three, four, five intimates that we can sustain in our lives. And so, I think what we’re seeing is you find resilience through certain kinds of interactions that you build into your network but not all of it has to come from your intimates – your wife, your husband, your partner, and your parents. In fact, the way that most people have lost close relationships is actually, I believe, too much pressure on those categories of people to absorb all the interactions around us.

Pete Mockaitis
Well, okay, so we heard a running group, we heard a band. What are some other groups that are rocking for folks?

Rob Cross
People derive this dimensionality from so many places, but I’ll give you some broad categories. It was almost always one that was physical for the people that were doing particularly well, and, in particular groups that required you to show up. It wasn’t optional, so, like tennis, or basketball, or other things like that where there was an accountability, and the group didn’t go on if you weren’t there. It just kind of kept up that consistency of returning embedded in.

There was often ones that I’ll say are more aesthetic, and that could be spiritual commitments that people are making but it could revolve around music, poetry, book clubs, museum outings, foodie, dinner groups, all sorts of things that were more about an artistic or spiritual side of life. And then, oftentimes, it was purely social that one of the strategies, if you’ve fallen out of these groups and you don’t have them, and that’s the most people through COVID, one strategy is you do what I mentioned with the neuroscientist, you reach back to a hobby, and use that to slingshot forward.

Another equally effective strategy is to reach back to ties that have gone dormant – college friends, friends soon after you graduated from college – and use some activity to reignite that group – hiking, dinners, whatever it may be. So, there’s a lot of strategies like that that people would use but I think the things I would see is they would tend…the people that were doing particularly well had dimensionality built out in terms of a physical realm, a spiritual or aesthetic realm, a social and an intellectual realm that they were pursuing.

Pete Mockaitis
And that is often a means by which we support the perspective that all this stuff is not that big of a deal. So, how would you articulate that, that concept, like the clarity?

Rob Cross
I view it as rising above. Yeah, you kind of rise above. It puts in perspective. And I do not, at all, want to make this sound like rose-colored glasses but that it helps you start to get a different sense of why we’re living. There are so much, so many messages come at us that feed a very narrow model of what good looks like, what success looks like.

And we, as a society, have never had more ability to shape what we do and who we do it with than today, but we give it up a tremendous amount. And what we’re seeing is that, adding that dimensionality and preserving it, is one of the things it does is it just helps keep in perspective what’s significant, what’s important, what isn’t.

Pete Mockaitis
Okay. And any other key findings among these ten percenters?

Rob Cross
Two things that pop to mind immediately. One is they were really good at tapping into others for resilience. So, we’re conditioned to think about resilience as something that we own, we have grit or fortitude or internal toughness. But if you asked hundreds of people about how they made it through difficult stretches and focus not on what they did but on how they leaned into others in that situation, whether it was “I didn’t get the promotion” up to “My spouse died of pancreatic cancer,” you find that we tend to get seven benefits from others in tough times.

You get empathy, for sure. You get perspective that this isn’t maybe as big a deal as you think. You get a path forward from people maybe that had been there and can say, “Here’s the way to proceed.” You get laughter from friends, and that turns out to be really important. And so, what we were seeing is that people that would weather difficult stretches better typically had those connections in their lives, have gone through in their life in a way that built those relationships, and, importantly, they know how to use them for them.

So, some people, it’s really laughter that they need to reset. Others it’s empathy, and then a path forward. And so, that was a big distinguisher, the degree to which we’re conditioned to think resilience is something we have, and yet it’s really in the interactions and the quality of the connections that we have around us as well.

The second thing for me is that the happiest people in the work, they were not all pursuing magnificent things for happiness. Like, they weren’t hiking Everest, or writing concertos, or sailing the ocean. Really, what it boiled down to is that they tended to live the small moments more richly in connection with others.

And so, as an example of that, again, one of my favorite interviews was a Silicon Valley executive, kind of mid-40s, a woman, type A, hard charger, wildly successful by anybody’s definition, and she had been a runner in college, and she said, “Rob, when I came out of college, I continued to run. And what happened to me is if every year I didn’t get a personal best on what I was running with, whether it was 10K or marathons, that was a bad year for running. And you know that’s a losing strategy. Eventually, life is going to catch up to you.”

And she said she woke up one day and realized that that was somebody else’s idea of fun, that was society’s definition of why you run for those times. And, really, what she wanted to be doing was running with her daughter, her daughter’s best friend, and a parent in the neighborhood. And so, they started running, and it actually evolved into this community group, and she got a great sense of purpose out of being more closely connected with her daughter, and more closely connected with that community.

So, what she was doing, and what I’m always trying to emphasize to people, is she wasn’t saying, “I need to go find another job to have purpose,” or, “I need to feed the world’s hungry.” She was saying, “How do I take what I already am doing and pivot it just slightly in ways that will pull me into interactions, into relationships that’ll make a more meaningful life for me.”

And that’s what we saw over and over again. The people that were really doing well, it wasn’t the big things. It was that they lived the small moments better and more authentically with other people around them.

Pete Mockaitis
Okay. And then I’d also like to touch on this notion of engaging the people that are causing the microstress. Some people say, “You can’t change other people, Rob.” But tell me, if I’m seeing, okay, there’s a particular person who’s doing a thing a lot that’s a recurring sense of microstress, what are my options?

Rob Cross
Yeah, I think there’s a couple. And everybody will have examples of people in their lives that they can’t shape. And, again, I would also urge thinking about the positive connections too. And what I described with my daughter is an example. How do you find those opportunities to shift interactions that you may not even be thinking about? Like, I wasn’t thinking about those ever as microstresses when she was ladling stress on me. I just thought, “Oh, I’m the provider. I’m a good parent. I’m a good dad. Whatever it may be, and this is what I need to do.”

So, you are probably drifting towards, “Here’s the person that’s driving me nuts,” and that’s a form of microstress, too. But what I want to emphasize is we live in a sea of this stuff, and there’s opportunities all over the place. Now, when it is the conventional person that’s driving you crazy, of course, the lead is always to reset the connection.

And the more effective strategies are always saying, “Let me start with me. What am I doing that’s kind of leading you into this behavior, whatever it may be that’s driving you crazy?” and then try to move from that to what could they do, or what could they shift that would have a positive impact on you. Always providing evidence of the impact of the behavior and the tactics that they’ve been taking.

That’s one approach, where you have the opportunity to actually shift the behavior. And there’s a ton of great stories of people that actually developed the courage and went into the situation and found it was much more cathartic than they had feared. A second is to find ways to increase the timespan between the interactions. Third is to embed those interactions with other people.

So, if it’s one person that’s driving you crazy, bring them to lunch with three others, and not kind of have the interaction in isolation. So, there’s a whole set of progressive, I guess, actions you can take depending on how entrenched it is.

Pete Mockaitis
Okay. Well, now I’d like to shift gears into stuff you can do by yourself in terms of what about, you mentioned, exercise, breathing exercises, affirmations, meditation, visualization. Are there some stuff we can do that’s super effective to alleviate microstress that’s 100% in our control?

Rob Cross
Yeah, very much. And meditation is one, like super proven effect, and mindfulness practices in general. It doesn’t have to be massive. It can be small time commitments that people are making to meditation and breathing exercise. And there’s also some really neat breathing exercises through the day that can have impact as well that has been proven to be super effective.

Gratitude journaling is one of the most prominent and effective shown up over and over again to have perspective to help us keep our minds set on the positive. As a professor, a lot of times, I’ll be in an audience where there’s executives or undergrads, and I’ll have the individuals in the room, just as an experiment, I’ll say, “Tell me all the things that are stressing you out.” And it’ll be 18 things, very quickly that’ll come out of their mouths and I’ll get them on a flipchart or chalkboard or whatever.

And then I’ll switch gears and I’ll say, “Okay, now tell me the things you’re grateful for in the moment.” And it starts a little slower but what, comically, almost always comes out is an almost identical list of things. Somebody complains about having tuition they have to pay for, well, they’ve got a kid that’s successful and starting to thrive. And somebody complains about a mortgage, well, they’ve got a house that they’re safe in, as an example.

And so, gratitude journaling can help us from our drift to the negative and our tendency to do that to kind of see things on a more positive light. And I’ll give you one more thing that does go back to connections. This is a great experiment that a colleague suggested, and my co-author and I did it here. If you’re trying to rejuvenate connections that have gone dormant, people you haven’t talked to in a while, they’re proposing a challenge and say, “Just make seven-, eight-minute calls. Take one week. Write people, say you just want to catch up for eight minutes.”

And they’ll laugh at you, they’ll say, “Eight minutes? What are you talking about?” But it’s just a small-enough time block that nobody says no, nobody says it’s too busy, or “We have to wait four months to find it.” And that can be a really neat way to kind of rejuvenate connections that you want to be back in touch with and have a pretty positive impact as well.

Pete Mockaitis
That’s cool. Okay. And you said breathing throughout the day, I’m intrigued. Is there a particular timing or way of breathing? How does it go?

Rob Cross
Cadence for me. So, it’s a four by four by four by four. So, four seconds on the in-breath, four seconds hold, four seconds exhale, four seconds hold. And it’s just one technique of a bunch to just kind of calm and bring presence in a little bit more.

Pete Mockaitis
And you mentioned it doesn’t have to be long stretches of time. Like, how many minutes of this breathing or this meditation stuff is enough to make a significant impact?

Rob Cross
That’s a great question, and that’s going to drift beyond a lot of my expertise in terms of knowing the specific time intervals. I hear people routinely starting with 10 minutes, and then some people can take it much, much, much further than that. But it isn’t hours of time, let me say it that way.

Pete Mockaitis
Okay. Well, Rob, anything else you want to make sure to mention before we hear about some of your favorite things?

Rob Cross
I don’t think so. I think we’re good.

Pete Mockaitis
All right. Could you share a favorite quote, something you find inspiring?

Rob Cross
So, I think probably, and this will sound a little bit corny, but it’s, “Ask not what you can receive, but what you can give.” I’m not getting it exactly right but I think that, to me, it’s a mindset that I have as I go forward in the work that I’ve been doing for some time. And I think it pays off in pretty significant ways.

Pete Mockaitis
And a favorite study or experiment or bit of research?

Rob Cross
Favorite experiment for me is a whole body of work that’s kind of showing the effect of the relationships in our lives. So, my own work showed that having these energizing interactions is typically four times the predictor of a high performer as other things that we see happening in the relationships. And then, of course, the negative in my work is about two times as much. So, for me, that body of work is always really emphasizing the importance of managing the negative interactions, whether they be things we’re experiencing or things we’re causing in different ways.

Pete Mockaitis
All right. And a favorite book?

Rob Cross
Favorite book right now would be Together, and that was the study that was done around loneliness and the epidemic that it’s hitting in society today.

Pete Mockaitis
And a favorite tool, something you use to be awesome at your job?

Rob Cross
Favorite tool. I would have to say my iPhone. Constantly in connection with different people that way.

Pete Mockaitis
All right. And a favorite habit?

Rob Cross
Favorite habit is exercise with other people. So, I’m a heavy cyclist and I love tennis as a vehicle, not just be physically be out there but be with other people.

Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Rob Cross
Would look at my website RobCross.org, and there’s also the Connected Commons, the consortia that I’ve cofounded and direct research for as different ways to see us, a bunch of the research there.

Pete Mockaitis
Okay. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Rob Cross
I would say lean into the small moments, really pay attention to the small moments and leverage those, whether that be adapting the negative or leaning into the positive in a different way. That’s what we have way more control over than we tend to give ourselves credit for in today’s workforce.

Pete Mockaitis
All right. Rob, this has been a treat. I wish you lots of good times and even less microstress.

Rob Cross
All right. Thank you so much for having me here.

Feb 27
0

843: The Master Key to Overcoming Procrastination with Dr. Hayden Finch

By | Podcasts | One Comment

 

 

Hayden Finch says: "It’s not time management. It’s emotion management."

Dr. Hayden Finch unpacks the psychology behind procrastination and shares strategies for overcoming it.

You’ll Learn:

  1. Why time management won’t solve procrastination—and what will.
  2. The easier way to do what you don’t want to do.
  3. A powerful question to help motivate you into action.

About Hayden

Dr. Hayden Finch is a licensed clinical psychologist, behavior change expert, and dessert enthusiast.  She is the founder of the Finch Center for High Functioning Anxiety, an online therapy clinic that helps anxious and overwhelmed high-achievers learn actionable, research-proven skills to turn self-doubt into self-confidence.  She is a go-getter with a passion for empowering others to find meaning in a busy life.

Resources Mentioned

Thank you, Sponsors!

Hayden Finch Interview Transcript

Pete Mockaitis
Oh, I should also mention, the video is not being recorded at all. So, however you want to roll, so there’s that. Hayden, welcome to How to be Awesome at Your Job.

Hayden Finch
I‘m so thrilled to be here. Thank you for inviting me.

Pete Mockaitis
Well, I’m so thrilled to be chatting with you. You’ve got the coolest name for your organization – The Finch Center for High Functioning Anxiety.

Hayden Finch
Doesn’t that sound official?

Pete Mockaitis
It really does. I think we have a lot of high-functioning anxiety in the listenership, myself included.

Hayden Finch
Yeah. Well, that’s how I sort of got in this space, was like, “That’s me.” I’m pretty high-functioning and have a lot of anxiety, and noticed that my clients were kind of being attracted to me because they were pretty similar to me in terms of being pretty high-achieving people, doctors, and attorneys, and scientists, and also having anxiety, and trying to work all that out.

Pete Mockaitis
Oh, yeah, that’s powerful, it’s important. And kudos on zeroing in on your message and your uniqueness and your brand relatively early in the course of rocking and rolling in your practice. That’s really cool.

Hayden Finch
Yeah, I studied marketing for a minute after I realized that that’s an essential part of the process, and that really helped me kind of figure out how to actually reach the people that I thought would be a good fit for me and that I would be a good fit for. So, yeah, that’s really helped kind of get that branding right.

Pete Mockaitis
Well, I’m excited to dig into some of the insights that you’ve shared in your book The Psychology of Procrastination. But maybe before we do that, could you share, is there anything particularly striking, surprising, fascinating, counterintuitive you’ve discovered about us high-achieving folk having gotten a unique vantage point of looking at the personal deep stuff that we’re all dealing with?

Hayden Finch
Yeah, one thing that’s interesting about especially high-functioning people is, obviously, procrastination hasn’t been so problematic that it’s kept them from being able to achieve great things. Like, these people that I work with are highly successful, and so procrastination hasn’t kept them from being successful like it can for some people.

And so, I see this kind of brand of procrastination in this population that’s really closely aligned with perfectionism. And so, they want to do things perfectly and that can kind of contribute to procrastination, and then the procrastination kind of influences how well they can do something, and there’s this relationship between procrastination and perfectionism that I think is particularly unique to this high-functioning population.

Pete Mockaitis
Yeah, that’s really resonating in terms of one thing I’ve really procrastinated on is just processing my mail, like paper mail, because if it’s really good, I usually grab it already, like, “Ooh, this is a cheque,” “Ooh, this is a card.” And then what’s left is a big pile of, “I don’t know what’s in that envelope. Probably not anything interesting.”

Hayden Finch
Yeah, that’s really common to struggle with, like those basic activities of daily living, but then to not struggle so much with some of the bigger things in life that would seem more intimidating.

Pete Mockaitis
Yeah, absolutely. And then with that perfectionism, it’s funny, I ended up buying a bunch of stuff in terms of I’ve got three different kinds of letter openers now, and a nice little six-stack tray, and some special redaction markers, etc. And I guess there’s some perfectionism in there, it’s like, “If I’m going to do it, I’m going to do it so freaking excellently.”

But I found that from my own motivational triggers at least, it’s really helping. It’s like, “I am well-equipped to tackle this thing now, so let’s get after it.” Whereas, before, it’s like, “Oh, it’s going to be so hard and boring, and I’m scared that I might realize I’ve neglected something important about insurance, or about taxes, or something, and then feel bad about myself.” So, anyways, yeah, a lot of stuff gets wrapped up in this procrastination.

Hayden Finch
Yeah, and sometimes, you’re right, like setting ourselves up with the best materials can really then motivate behavior. And sometimes people observe the opposite, and they get all the stuff, and they have all these great intentions, and still they can’t go through their mail, that there’s something missing that actually helps them overcome that barrier to really doing the behavior, so it can kind of go either direction.

Pete Mockaitis
Yeah. Well, boy, it sounds like there’s a lot of nuances to be untangled here, so let’s do that. Maybe let’s zoom out a smidge. If you had a big idea, core message, or thesis behind The Psychology of Procrastination how would you articulate that?

Hayden Finch
My main thesis is that procrastination is not as much about time management as we would expect. That’s what you hear a lot when you’re talking about procrastination, is you need to schedule, you need to plan, or you need to manage your time better. To me, poor time management can certainly affect procrastination, and improving those skills can be helpful, but, ultimately, overcoming procrastination requires addressing the deeper emotional causes. Overcoming procrastination is about emotion management as much as time management.

Pete Mockaitis
Tweet that, Hayden. That’s good. Uh-huh.

Hayden Finch
Yeah. Right.

Pete Mockaitis
I think that distinction does a lot right there. Cool. So, then I’m curious, okay, well, we’ll get in the how in just a moment. Then, is there any distinguishing or defining we should do about procrastination itself? Like, in some ways, I think we know it when we see it, it’s like, “Well, yeah, that’s procrastination.” But how do we distinguish between procrastination versus, “Oh, I’m taking a break,” or, “This is actually another important thing that’s popped up and needs my attention”?

Hayden Finch
Yeah, there are different forms of procrastination. And so, there’s actively procrastinating versus passively procrastinating. So, active procrastination means, “Oh, I’m going to work on that later.” I’m making this active decision to do it later so that I can do this other thing instead. And that other thing may be something that is also important, maybe more important, or maybe also important but less important, or something that’s not important at all but just something that you want to do. So, I’m actively making the decision to put something off until later.

And there’s also the passive procrastination, which is just like just not getting around to the stuff, just not getting around to making a doctor’s appointment or to calling your grandma or something like that. It just doesn’t come around. You’re passively procrastinating on those things but not really intending to. So, that’s one important distinction, is, “Am I doing this on purpose? Am I purposely putting this off? Or, am I just like not getting around to doing these things that I need to be doing?”

Pete Mockaitis
Okay. Understood. And so then, either way, there’s something that ought to be done that you’re not doing.

Hayden Finch
Right, yeah. That’s essentially the definition of procrastination. And you bring up a good point, which is, like, there are lots of things that need to be done in life, so how do you distinguish if I’m working on something that’s important, how do I know if the stuff that is waiting in line is being procrastinated or I’m just not getting to it yet? And that’s a matter of priority.

By definition, there can only be one most important thing, and that’s your priority. And our job in overcoming procrastination is to get really serious about what is the most important, or most urgent thing to be done right now, and what are the other things that need to wait. And you’ll see your mind getting really creative with excuses to kind of trick you into changing the priority order, and making something seem like a greater priority than something else.

And so, you really have to be savvy in calling yourself out when you’re lying to yourself or when you’re making excuses that aren’t helpful in really prioritizing your list.

Pete Mockaitis
That’s so powerful. And a couple things you said reminded me of the conversation we had with Perry Marshall who talked about the 80/20 Rule and marketing and other domains, and it’s intriguing. And for me, that’s been so huge with priority, is if I can quantify, like, “What is the expected profit created per hour invested?” as I think about different business initiatives, like, if that’s what I’m trying to achieve.

Then if I lay it out there, I can be dazzled by, “Sure enough, that one is ten times as much as that other one. So, even though it’s unpleasant, I should probably really do that one.” And it’s powerful and beautiful to be able to see it in black and white in such stark dramatically differing terms. Although, often, it is not that clear, it is not that quantified, and it’s much fuzzier.

Well, now, sorry, I’m pausing here because I want to jump right into, “How do I determine the priority?” but maybe that’s not the perfect sequence. Oh, perfectionism. Uh-oh. That’s so meta. So, yeah, let’s just do it. So, how do you think about determining priority?

Hayden Finch
Well, there are a lot of different ways that you can do that. There’s The Eisenhower Matrix, which is if you can imagine is this sort of two-by-two matrix of urgent, not urgent, important, not important. And so, you’ve got a box that’s both urgent and important, and a box that’s neither urgent nor important, and then the other two as well. And you can kind of categorize your tasks into that matrix.

And so, the things that are most important and most urgent are probably going to be your highest priority things. These are kind of emergencies in your life, or rapidly approaching deadlines, things like that. Things that are urgent but not important might be interruptions, so someone asking you, like a coworker asking you on your opinion on something, or for feedback on something. That may be kind of urgent, especially to your coworker but not especially important to you, so that might be a little bit lower priority for you.

Or things that are important to you but not necessarily urgent. These are projects that you want to work on that have no deadlines. So, organizing your closets or making a doctor’s appointment. These things are important but not necessarily urgent, so they’re also going to kind of be in the middle of your list. And then things at the bottom of your list are going to be things that are neither urgent nor important.

So, these are distractions in life. This is social media, this is just hanging out, this is kind of our time-wasters are definitely in that category. And these are going to be at the bottom of our list, and, hopefully, we’ll get there but in terms of prioritizing our time, we want to start with those things that are most urgent and most important. And, again, I haven’t said this, but you want to overcome the urge to, like, just use urgency to measure your priorities, and really looking at the importance of it too.

Pete Mockaitis
Absolutely. And I think that you’re right in terms of the priority can slide or sort of like we rationalize or deceive ourselves. And so, you can say anything is important, like, “It’s important that I play this video game because self-care is essential. I’ve been working so hard and I need a break.”

But the flipside, it could be, “Well, yeah, self-care is important. You have been working hard, you should have a rest, and this isn’t going to fill you up as much as any number of other activities which might require a little bit more effort, and might not be as immediately accessible, do.”

Hayden Finch
And that’s where the emotional stuff comes in. When you’re really in tuned with your emotions, you can see that your emotions are making the decision to procrastinate more so than you actually making that decision to put something off strategically. So, the emotion is something like, “I just don’t want to work on that project,” or, “I just don’t want to open the mail right now.”

And so, whatever emotion word we would put on that experience, that is what’s making the decision to put it off versus you sitting down, and saying, “Well, mail is kind of like it’s important but not especially urgent, so, therefore, I’m going to kind of put it in the middle of my list.” Like, that’s a very rational process but that’s very rarely what happens because, instead, our emotions are making those decisions for us.

Pete Mockaitis
You know, Hayden, I don’t know how many times I’ve dreamt about this ultimate holy grail, and maybe it’s not achievable for us mortals, but exactly that notion, “I just don’t want to.” I think I’ve even written this on a goal sheet somewhere, it’s like, I would like to make “I just don’t want to” or, “I just don’t feel like it” almost irrelevant in terms of the power it holds over me. It’s like, “Duly noted, emotion, but we’re going to do it anyway, so too bad.”

And so, tell me, Hayden, is that an achievable goal or is the state of humanity incapable of that ideal?

Hayden Finch
Well, we can’t certainly eradicate that as an experience. I think that’s what most of us sort of envision, it’s just like, “I have this emotion, I don’t want it, so I’m just going to get rid of it. I’m just going to amputate that from my experience.”

Pete Mockaitis
Yeah, sounds nice.

Hayden Finch
Probably not an achievable goal, so it’s more helpful to figure out, “How do I have that feeling, that ‘I don’t want to’ feeling, and put that in my pocket, carry it with me, but continue to choose my behavior in the direction that I want it to be?” So, it’s making this distinction where, “I can have that feeling but choose a behavior that’s incompatible with it, so I can exercise, or do this documentation, or go through the mail, even though I have this feeling that I don’t want to. I’m just going to put that in my pocket, carry it with me because I can’t get rid of it, and then do the behavior anyways.”

Pete Mockaitis
Okay, certainly. Yeah, understood. Yeah, the feeling is there, it doesn’t just disappear at will, but what is possible – it sounds like you’re saying, tell me if I’m accurate – is that with a high percentage, now, you tell me, Hayden, is it 100, is it 90? With a high percentage, with practice, and mastery, one can, with a high percentage, say, “Duly noted, I-just-don’t-feel-like-it emotion. I’m going to put this aside and proceed, regardless.” Is that accurate?

Hayden Finch
Yeah, and I love the way you just did that. You talked to the feeling, and that’s helpful, right? What that’s doing is taking the feeling from being, like, enveloping you, and you’re putting it out in front of you, and you’re speaking to it as if it’s something separate, because, in effect, it is, and you’re saying, “Hey, feeling, I hear you, I see you, I’m going to validate you, but I’m not going to let you make the decisions for me because you are separate from me. So, yes, I’m going to acknowledge you, say duly noted,” and then continue in the direction that you want to go.

This, of course, yes, is more difficult in real life than I’m making it sound, and it requires a lot of, like, emotional skill, but you can learn that, those skills, so you can learn that and you can improve those skills over time.

Pete Mockaitis
Yeah, I think that’s really nicely said in terms of talking to the emotion, and “I hear you” validating. I think I’ve wrestled with this in my own journey with regard to emotions, is if folks say, “Oh, you know, Pete, emotions have information. Be curious about them.”

And I think that’s probably generally good advice for most people but, as a podcast host, I am pathologically curious, I’d say, in terms of…or a good distinction I’ve gathered is that emotions cannot be solved but rather felt, in that they have information but sometimes that information isn’t really relevant, or novel, or actionable, like, “Oh, I’m angry about this thing, which is a lot like this thing that’s happened before and is likely to continue.”

It’s like, “Yeah, that’s true. Yup, that much to be done, so duly noted. Thank you. Thank you, anger. We’re going to go ahead and do this other thing now.” Or, that’s how I’ve come to terms with things. What is your professional opinion, Doctor?

Hayden Finch
Yeah, for sure, emotions exist for a reason. Like, humans have evolved with emotions inside of us for a reason. Like, evolution tends to get rid of things that aren’t particularly helpful, and so humans and lots of other animals have emotions, so we have to believe that that’s there for a reason, because emotions are somewhat metabolically expensive in your brain, so, again, they must be serving a purpose.

Pete Mockaitis
Yeah, true that.

Hayden Finch
And so, yes, we do want to pay attention to our emotions and try to figure out what they’re telling us, and, at the same time, what they’re telling us does not need to necessarily dictate our behavior. In a perfect world, that’s why we have emotions because, for example, if I see a snake, that’s going to automatically, without me even thinking about it, motivate my behavior to get away from that snake.

And it happens so quickly that it’s life-sustaining, that I’m moving away from that snake before I can think about, “Should I? Is that snake dangerous? Is that one poisonous? Is that one going to bite me?” We don’t have to do all of that. We’re just already moving. And that’s really helpful, and those are the reasons that we have emotions in the first place.

But, in our human lives where it’s not all…like emotions aren’t always triggered by things that are life-threatening, we have to be a little bit more thoughtful about the behaviors that are following our emotions. There’s a natural behavior attached to every emotion. So, if I’m sad, I naturally kind of want to hide and just slow down. If I’m anxious, I kind of naturally want to plan and worry.

And that can be helpful in certain contexts but we just have to ask ourselves, we have to pause on that emotion, and say, “What is this emotion trying to tell me? And is this one of those contexts where I need to do exactly what it’s telling me to do? Or, is this one of those tricky contexts that I actually need to go in the total opposite direction?”

Pete Mockaitis
Hey, I like that a lot. Natural behavior, and then we assess that, like, “Hmm, interesting suggestion you have proposed here. Let’s consider, is that the optimal move?” Okay. Well, so, Hayden, just kind of rounding out the why before we dig into the nitty-gritty hows, you mentioned it can be possible to practice to have a very high percentage of “Duly noted, I-don’t-feel-like-it, and we’re going to proceed, regardless.”

Could you also share with us a particularly inspiring story of someone you’ve seen really turned it around in terms of they had some procrastination that was causing some challenges, and then they just really came out the other side, and were taking care of business?

Hayden Finch
Yeah, I have a woman I used to work with that, again, very high functioning. She’s an attorney in a pretty prestigious position, and have obviously been very successful her whole life. She was very successful academically and, honestly, in everything she ever did. Like, she’s just super bright and driven, but part of her success was because she would pull all-nighters to get her briefs written, or her motions written, or whatever, and she was kind of constantly asking the court for extensions because she just didn’t have the time to finish some of the things that she needed to write for the court. And that became problematic, as you can imagine.

Pete Mockaitis
The judges are tired of that.

Hayden Finch
Yeah, they kind of catch onto this, and they’ll put some limits on it. And so, overcoming procrastination became important for her because like, she’s not 20 anymore, like pulling all-nighters is not necessarily a great way of living your life as an attorney, and asking the judges for extensions is not super helpful either.

And so, we worked for a long time on setting up some systems in her life that are going to support her moving up deadlines and being able to work on things earlier, but mostly we were looking at what are the emotions that drive the procrastination. And for her, it was a lot of distraction. It was a lot of distraction by other things that were also interesting, or overdoing it on one brief that then made it so that she couldn’t work on another one.

So, kind of like you, she’s just super curious and would do too much on one project and then procrastinate another project because of that. And so, we worked a lot on kind of figuring out emotionally what’s going on here. So, curiosity here is driving some of the procrastination, and being able to work with that so that she could set that curiosity aside, say, “Yes, duly noted, I’m very curious about this project, and I actually need to shift my focus to this other project that I’m a little bit less curious about.”

So, doing that kind of emotional work in addition to really setting herself up with some good systems for prioritizing tasks and subtasks, and knowing really what the priorities are, and how to manage her time so that she can get everything done on time. And now she holds very few all-nighters, or like less of an all-nighter, like, “I’m going to be able to sleep for two or three hours tonight instead of zero hours,” which was a significant progress.

Pete Mockaitis
Okay. Cool. All right. So, I’m inspired, I’m motivated, let’s dig into some of the means by which we win against procrastination. So, we talked about it’s really much about emotional management as opposed to just time management. So, could you orient us, you’ve got a procrastination cycle, how does this work?

Hayden Finch
Right. So, this cycle kind of starts with the idea that I’m going to have a thought about working on something, “Oh, I should open the mail.” And then some things are going to happen after that thought. And those thoughts that come up after you have that initial thought, that’s what, ultimately, is going to determine whether you are successful at following through with opening the mail or you defer to a different task.

And so, that interim space is really super duper important. So, I think about working on a project, so I think about opening the mail, and then I have this feeling, this, like, “Ugh, I really don’t want to. That’s kind of boring, or there’s a lot stacked up, or I don’t know what some of it is, or it could be bad news, like I could have some bills in there I can’t pay.” There’s some feeling that comes up. And then I want to get that feeling out of my body as quickly as possible because we don’t like feelings.

So, I’m just trying to get rid of that feeling. And the quickest, most effective way to do that is to just say, “You know what, I’ll do that later. I’m going to go over here and I’m going to go get a snack, or I’m going to play a video game, or I’m going to work on a work project that’s also really important. I’m going to go do something else.”

And as soon as I make that decision to go do something else, that feeling goes away. And that is really reinforcing, or in other words, kind of addictive to our brains, that relief from that anxiety that we felt or whatever that kind of feeling was, that relief from that feeling is kind of what makes us do that. And because our brain figured that out, that that felt good to get that feeling out of our body, it’s going to do that the next time too.

So, like, “Oh, I got to get around to opening that mail. Oh, yeah, I really don’t want to. Oh, there could be bills in there that I can’t pay. Oh, you know, I’m going to work on this other thing. Oh.” That relief, again, your brain learns that relief feels good, and it’s going to encourage you to do that every time.

Pete Mockaitis
That’s good. That’s good. It’s not so much that doing the other thing is just orgasmically pleasurable in terms of, like, “I’m being deluged with dopamine because this snack is so amazing, or this video game is so good.” I love that distinction you brought there in terms of we’re addicted to the relief, like, “I was feeling yucky, and then I felt un-yucky, and, oh, that’s real nice,” even if the alternative isn’t all that amazing.

Hayden Finch
Right. Yeah, even just less yucky. If I feel 2% less yucky doing this other project, then that’s a 2% gain for my brain, and, “Ooh, that’s better, so we’re going to move in that direction.” So, yeah, our procrastination doesn’t have to be just something that we actually enjoy or want to do. It just has to be incrementally better than what we otherwise would do.

Pete Mockaitis
Yeah, I really like that a lot. And so then, okay, so that’s sort of the cycle. And you say it’s the thoughts we have that determine which pathway we’re going to end up going down. So, can you give us a demonstration? We heard some of the thoughts that don’t take us where we want to go. What’s the flipside of that?

Hayden Finch
Right. So, that would be a lot like what you demonstrated. So, here I am, I have this thought, like, “Oh, I really need to get to that mail. Like, oh, gosh, there could be some bills in there that I can’t pay. And there’s so much stacked up, I feel so guilty about just not being good at this, and there’s just a mass of mail. Okay, yup, yup, there is that guilty feeling, there’s that anxiety. Yup, there it is. Duly noted that this feels bad.”

“I can actually feel bad and do this at the same time. I can feel guilty about this and open the mail at the same time. Those are not mutually exclusive. So, here I am, I’m going to put that guilt in my pocket, and I’m just going to carry that with me, and I’m going to feel guilty while I open the mail. And maybe I don’t commit to opening all of it. I’m just going to open up a couple pieces of mail. That’s what I feel like I can commit to today. And so, I open a couple of pieces of mail, and then I move on.” And so then, I’m going to feel some relief after that.

Pete Mockaitis
That’s true.

Hayden Finch
And that feels good to our brains too. So, now I’ve actually done some work, and then I feel relieved, and that’s kind of the process that we want, is that relief to come after engaging with the task rather than before.

Pete Mockaitis
Ooh, that’s really nice. That’s really nice. I think I heard an interview with Dr. Andrew Huberman in which he suggested that whenever there’s a means by which we can very easily acquire feeling good, whether that’s alcohol or nicotine or porn or whatever, there’s a risk that addiction and not a great cycle can begin there, as opposed to what you’ve laid out is that sounds like what I’m picking up.

It’s like, here, we’ve got a choice in terms of which pathway are we going to go down. And in so doing, which behaviors are going to get reinforced. Is that accurate, Hayden, that if we do choose to procrastinate this one time, we’ll be more likely to procrastinate next time? And, vice versa, if we do choose to do the unpleasant thing, we’ll be better able to do the unpleasant thing next time? Is that accurate or am I reading too much into it?

Hayden Finch
Yeah, right. So, your brain is paying attention to these reinforcement schedules, and it is noticing that, “I avoided the task, I decided not to open the mail, and I felt better.” So, in this case, avoidance is being reinforced. And, in general, that’s kind of not what we want to happen in our lives. But if, instead, I actually engage with the task, maybe not completely but in a way that feels manageable for me today, then my relief comes from engaging the task rather than avoiding the task, and that is what we want to see more of.

And the more you do that, yes, you’re right, the more you do that, the more resilient you become. And so then, what feels manageable today, which is opening two pieces of mail, like, down the road somewhere, I might be able to open ten pieces of mail, or maybe even feel capable of approaching the entire task.

So, we want to start where we’re at, and then, as we kind of build some resilience to that where that starts to feel easy, then open that up a little bit so that we actually can do more and more, and tolerate more distress.

Pete Mockaitis
Beautiful. Okay. So, we talked about the cycle and we talked about prioritizing. Any other just absolutely core themes, principles, practices that make a world of difference in terms of getting better at not procrastinating?

Hayden Finch
One thing that comes to mind is this idea of motivation, and I hear that come up a lot in my clinic about, “I’m just not motivated to exercise,” or, “I’m not motivated to write my notes, do my documentation,” “I’m just not motivated to work on this project.” That comes up a lot as a factor that perpetuates procrastination.

And so, we really have to rethink motivation in this context. And there’s a lot floating around the internet, so your listeners have probably encountered this, that motivation is fleeting, it’s unreliable, it’s definitely not something that we want to rely on to motivate behavior. Like, we don’t. We want to choose our behavior, whether we have motivation or not, because this misconception that, “If I’m motivated, then I can take action,” but it’s actually the reverse, “If I take action, and then I start to see results from that, then I may feel motivated down the road.” But that’s neither here or there.

In overcoming procrastination, motivation doesn’t even really need to be part of the equation. We just need to focus on tolerating the distress, the emotional piece, and then choosing our behavior that’s aligned with our goals rather than what we feel like doing or not doing.

Pete Mockaitis
Okay. And then, motivation, fickle, fleeting, and so it’s not essential to have but it’d be nice to have. Are there any things that we can do to, over the long term, build up more? I guess, is it just doing that path that brings about more resilience will also yield more motivation? Or, is it just like “Can’t count on it. It’ll come and go, and just move on”?

Hayden Finch
We certainly don’t want to count on it but definitely there are things that we can do to enhance motivation. So, these are things like reminding ourselves why, “Why is it important to go through the mail? Why don’t I just want to let this accumulate?” And if I have a good compelling reason that this is an important task to do, and I remind myself why it’s important, then I’m probably going to feel more motivated to engage in it, or, in other words, I’m going to feel more motivated to push through that “I don’t want to” feeling.

So, importantly, that “I don’t want to” feeling is probably still going to be there, but it’s a little bit easier to put that in your pocket and carry on when you have a compelling reason to do that. So, reminding yourself, like, “What are my values? What’s important to me? Why am I trying to do this?” that can be really helpful for being able to push through that discomfort.

Pete Mockaitis
And, Hayden, do you have any thoughts when we talk about the why? I think I’ve historically viewed the why as some grand ennobling purpose that just inspires and is maybe even extra fun to say and articulate, versus the why could, in fact, be pretty mundane, like, “Well, if you don’t open your mail, there could be some nasty bills that you haven’t paid and your credit score will go down, and you’re going to have to pay more for your next car payment, or mortgage, or something.”

And so, I think I’ve gathered that that’s a perfectly valid why that can nudge you and get the results even if it’s not all that inspiring and pretty.

Hayden Finch
Yeah, exactly. Yeah, it doesn’t have to be anything that you’re going to…that’s going to be tweetable. Like, it doesn’t have to be. Like, it can just be, like, “I need to get this stuff off the counter. That’s just an important thing to do, just clear this up so that’s it’s just not taking up space.” Or, also, it’s not taking up brain space, “Really, I keep having to think about the freaking mail, and that’s a silly waste of brain space, and so I’m just going to go ahead and do this so I can clear that up to think about things that I’m actually more interested in.”

Pete Mockaitis
Certainly. And so then, the why can be either carrot or stick, it can be pain or pleasure. Okay.

Hayden Finch
Right. Yes. Yes.

Pete Mockaitis
Beautiful. And then I’m thinking, once we’re actually started which…well, maybe let’s talk about that. So, I’m thinking about Dr. Timothy Pychyl, I don’t know if I’m saying his name right, but he wrote another book about procrastination which I thought was pretty good. But that was one of the themes over and over again, it’s like, “Just get started,” which, in some ways, is, I don’t know, felt like an oversimplification, like, “Oh, you’re procrastinating? Well, just get started.”

But, on the flipside, it’s like, “But, no, it’s true. If you could just get like a minute or two into it, magic happens.” Can you comment on the “Just get started” concept?

Hayden Finch
Super important because that’s where the emotion, that’s your choice-point, like, “I have this emotion, and I have a choice to either avoid it or to tolerate it. And if I can just get started, every time I just get started, that is me tolerating that emotion even if I only get started for two pieces of mail. I’ve tolerated that emotion for longer than I, otherwise, would have, and that is a step in the right direction.”

And, typically, once we can overcome that first hump of the emotion, it’s kind of downhill from there. It’s a whole lot easier. It’s that first step that is the most difficult. And so, yeah, there’s some truth to that, that if we can just get started, and there are lots of ways that people have come up with how to do that.

Pete Mockaitis
Do tell.

Hayden Finch
And if we can just do that, that tends to help us down the road. It tends to help us continue the task longer.

Pete Mockaitis
Hayden, you said lots of ways, and I can’t let that go. What are some of these ways?

Hayden Finch
Well, like, with the mail example, right? I’m just going to commit to doing a little bit of the task. So, if I can break this big task into something smaller, “I’m going to unload the dishwasher. I’m just going to put away the forks,” or, “I’m going to do the laundry. I’m just going to fold the towels today.” If we can break it down to just one thing, that’s one way to get started. So, we’re not committing to doing the entire thing.

Or, commit to a certain amount of time, “I’m just going to do this for five minutes, and then I’m done after that. I’m only committing to five minutes of this hard thing, then I’m done.” Or, a renewable strategy, “So, I’m going to do this for five minutes, and then after five minutes, I’m going to ask myself whether I want to continue for another five minutes,” and then kind of having that renewable engagement with the task.

And so, there are lots of ways like that, that essentially, come down to breaking that task down into a small-enough component that it feels manageable. And that maybe, like, what’s manageable for you at the moment, if it’s something you’ve been putting off for a long, long time, that may be, “I’m just going to put one fork away, and that’s all I can manage today. Like, that’s just where I’m at, and that’s totally fine.”

Pete Mockaitis
Yeah, that’s so good. And it’s so funny that state of mind. I’m thinking I’ve had times where I’m looking at a kitchen island just full of junk. We got mail, we got trash, we got recycling, we got laundry, we got a car seat, because it’s big and convenient, it’s right there, so we stick things there. And so then, it’s overwhelming, it’s like, “Oh, there are so many things.”

And it’s funny, sometimes I will do a little bit and I’ll feel exhausted, like, “Ah, that’s all I can muster. I put the car seat on the stroller, which makes a lot more sense for it to be, and that’s good.” And other times, I do that and then I behold the wake, the space, that has been cleared, beautified, liberated, from that action. And I find it to be beautiful and inspiring such that I keep going.

And maybe this is just a fancy way of describing what motivation feels like in practice. But, Hayden, it’s just a mystery to me, is, why is it sometimes I take the path where it’s like, “Ooh, that was great. Let’s keep going,” and other times, I go, “Ugh, that was exhausting. Let’s stop”? What’s behind that?

Hayden Finch
Well, it’s a lot of things. Sometimes it comes down to emotional energy. We have a certain amount of emotional energy, and some days you’ve probably already spent a lot of your emotional energy on, “I didn’t sleep all that well,” and, “My boss was mad at me,” and, “I got in trouble for this thing,” and, “This project isn’t working out the way I want it to,” and, “There was no toilet paper in the bathroom.”

And so, by the time you get around to just cleaning off your island, like, “Ugh, I just put the car seat away,” is all you can muster. But other days that are going pretty well, you might have enough emotional energy to actually do the entire project. So, it just kind of depends, I think, a lot on kind of what’s already been stocking up for you in the day or the week or whatever time is leading up to that task.

Pete Mockaitis
All right. Well, let’s say we did get started, mission accomplished. And then distraction appears, maybe it’s from the phone, maybe it’s from a knock on the door, “You got a minute?” or any number, or just our own internal thoughts, like, “Ooh, it’d be fun to go on Facebook right now.” What do you recommend for sticking with it once we’ve started?

Hayden Finch
Well, obviously, if you’re a person who’s prone to distraction, then you want to do the normal things to limit distractions. You’re going to leave your phone somewhere else or turn it off. You want to shut your office door. You want to take all of those steps that we all know we ought to do. I have nothing revolutionary to add there about limiting distractions. So, if you’re prone to distractions, you certainly want to do that.

And I think we have to be honest with ourselves about what we’re distracted by. So, if you’re distracted by your phone, you’re getting on social media, you’re checking text messages, or whatever, then your phone needs to go. And, also, I think we just kind of need to be honest with ourselves about how long we’re able to work before we take a break.

And we need to kind of schedule in some breaks, and that can get your key for people to, in terms of coming back from a break. But everyone needs breaks to just kind of refresh our energy and our focus, so we have to be thoughtful about that. But, certainly, limiting distractions is important, and setting ourselves up with systems that are going to help us with the distractions that you don’t normally think about.

So, you were mentioning getting distracted by your own thoughts or ideas. And so, one idea there is to keep a list where you can follow up with those ideas. So, right now, I am working on this memo, and I should not be getting on Facebook to look at the events that are going on this weekend. That’s a distraction. I’m going to write that down so that once I’m done with my time commitment to this memo, I’m going to follow up with the Facebook idea.

Or, I’m going to follow up with, “Oh, yeah, I want to do Wikipedia, that thing, like I’m going to follow up with that later because I’ve got a list. I don’t want to forget them so I’m going to make a list of them, but kind of having the discipline to, not right now, and just put that away,” which, again, is going to bring up some emotions, like, “I really want to get on Facebook. Oh, I really want to, like I’m really curious about that thing.” We have to tolerate that distress of postponing that experience until later.

Pete Mockaitis
All right. Beautiful. Thank you. Hayden, tell me, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Hayden Finch
I don’t know if I’ve said it, but like the emotional piece is super duper important. Yeah, I think it’s, like, I know, I’ve sort of beaten that dead horse, which is then my intention because I think that people continue to try to overcome procrastination again and again and again, and they’re trying similar strategies and not finding progress.

And I think it is because a lot of people are neglecting the emotional piece. So, that really has to be your focus, is trying to figure out that arch of your emotional experience. So, I think about doing something, I have this emotional experience in response to it, and then I choose my behavior accordingly. When you can master that emotional arch, you are going to make so much more progress in overcoming procrastination.

Pete Mockaitis
All right. Now, could you share a favorite quote, something you find inspiring?

Hayden Finch
There’s this author and finance expert named Nathan Morris, and he has this quote, like, “It’s not always that we need to do more, but rather that we need to focus on less.” And I find that pretty inspiring. He talks about kind of editing your life frequently and ruthlessly.

And, for me, being the person that I am, who’s like prone to anxiety and perfectionism and doing more, more, more, it always feels like if I just do more or work harder, then I will get to my destination. But I think there’s a lot of truth in what he’s saying, which is, like, we just need to focus on less. Like, choose the priority and focus on that, and then that’s where success will come in.

Pete Mockaitis
All right. And do you have a favorite study or experiment or bit of research?

Hayden Finch
There’s this study where they had human subjects at a starting line, and they had to walk to a finish line, and along the way, they had to pick up a bucket. And they’re going to encounter one bucket sooner, and then there’s another bucket kind of closer to the finish line. And they can choose either one, they just have to walk with a bucket from start line to the finish line. And so, rationally, what we should do is, like, pick up that second bucket that’s, like, closer to the finish line, and just walk from there to the finish line.

But actually, people tended to pick up that first bucket and then walk farther with this heavy bucket to the finish line. And what I love about that study is that it sort of highlights how irrational human behavior is, that we will, in some cases, do more work for no good reason. Like, obviously, in that case, just pick up the second bucket and we won’t have to carry it farther. We are predictably irrational, and that’s why psychology is so interesting.

Pete Mockaitis
Well, that’s so funny, and I guess we have all of our own little reasons for that. It’s like, “I’m going to show this bucket who’s boss. I’m a tough guy. I can handle carrying a bucket the whole way, so I’m going to do it. This is boring, so carrying a bucket makes it a little more interesting, so I’m going to do it, I think.” Yeah, okay. And a favorite book?

Hayden Finch
Sophie Mort, who happens to be a friend of mine, wrote A Manual for Being Human, which I think is revolutionary because you know how people is, “Oh, there’s no manual for, like, being a human. There’s no manual for figuring this out.” Well, she, like, literally wrote the manual for being human in this space in psychology and mental health. And it’s a great read for people trying to figure out how to manage mental health and really thrive in life.

Pete Mockaitis
And a favorite tool?

Hayden Finch
I love Google Reminders. I think that is such a big help in my life for trying to keep me on track so that I don’t have to keep it all in my head. But I can just set up reminders to remind me to do stuff every four days, or every six weeks, or whatever it is. Love that tool.

Pete Mockaitis
And a favorite habit, something that helps you be awesome at your job?

Hayden Finch
My sleep schedule is definitely number one. I am very rigid about my sleep schedule. I protect sleep at all costs. I am headed to bed at 8:20 every night. I sleep by 8:30, so that when my alarm goes off at 4:45, I am well-rested and ready to go. I think that is the secret to just about everybody’s success, is making sure you protect your sleep schedule.

Pete Mockaitis
And is there a key nugget you share that really connects with folks, resonates, they tweet you?

Hayden Finch
Yeah, it’s got to be that. Like, it’s not time management. It’s emotion management. And once people get that, which it makes sense, but once you get that in real life, once you experience that, like, that unlocks everything. And, really, honestly, when it comes to mental health, that’s kind of the bottom line with everything. It is emotion management more than what you would typically think of, “How do I overcome depression?” Well, you manage the emotions and separate your behavior from that.

Pete Mockaitis
And if folks want to learn more or get in touch, where would you point them?

Hayden Finch
My website is HaydenFinch.com. There, you can learn more about The Finch Center for High Functioning Anxiety, you can contact me and work with me directly, or find links to the books I’ve written on the psychology of procrastination, or habits, all there at HaydenFinch.com.

Pete Mockaitis
All right. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Hayden Finch
Yeah, I would say, based on that quote that I just made, it’s not about doing more in life, that’s not it. It’s about editing your life. So, find something to edit to create more space because more space in your life is going to be a greater ability to stay in the driver’s seat and manage those emotions that are going to come up. You need space to be able to do the emotion management piece.

Pete Mockaitis
All right. Hayden, this has been a treat. I wish you much luck and very little procrastination.

Hayden Finch
Yeah, thank you. I’ve enjoyed this and, hopefully, that will help your listeners be awesome at their jobs.

Jan 16
0

831: How to Manage Multiple Projects without the Overwhelm with Elizabeth Harrin

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Elizabeth Harrin lays out the five critical steps to making the management of multiple projects more manageable.

You’ll Learn:

  1. The easiest way to make managing multiple projects manageable
  2. How to ensure follow through when you’re not the manager
  3. How to strike the right balance between time, cost, and quality

About Elizabeth

Elizabeth Harrin teaches people how to juggle multiple projects so they can meet stakeholders’ expectations without working extra hours. She is a project management practitioner, trainer, mentor and founder of RebelsGuideToPM.com. 

An author of seven project management books, Elizabeth prides herself on her straight-talking, real-world advice for project managers. She uses her twenty years’ experience doing the job to help people deliver better quality results whilst ditching the burnout through her community membership programme, Project Management Rebels.

Resources Mentioned

Elizabeth Harrin Interview Transcript

Pete Mockaitis
Elizabeth, welcome to How to be Awesome at Your Job.

Elizabeth Harrin
Hello. Thank you for having me on the show.

Pete Mockaitis
Well, I’m so excited to dig into your wisdom but, first, I think we need to hear a little bit about your ritual involving the song “Firework.” What’s the story here? 

Elizabeth Harrin
Well, when I go live on a video or something like that, I feel like I need to get into the zone. And having that break between just doing my emails or whatever I was doing before, and focusing on showing up and being present in the moment, I do that with music. So, I play a song and I just got stuck on Katy Perry’s, so I play that to get into the right frame of mind before going live and talking to people.

Pete Mockaitis
Well, “Firework” is actually a really fun tune, and I love the metaphor at the beginning, like, “Do you ever feel like a plastic bag?”

Elizabeth Harrin
Absolutely. Drifting around, isn’t that what every project manager feels like at the beginning of a new piece of work, and you have got no idea what you’re supposed to be doing?

Pete Mockaitis
Oh, Elizabeth, you’re a master of the segue and tying it together. All right. Well, I want to hear a little bit about Managing Multiple Projects. You’ve written the book on it. Could you kick us off with a particularly surprising or counterintuitive or extra-fascinating discovery you’ve made when it comes to managing multiple projects?

Elizabeth Harrin
I think one of the things that surprised me was I did a survey to get some numbers, a bit of research for the book, and most people are managing between two and five projects, and that doesn’t sound like very many, but having to constantly switch between work does create that overhead, and workload is the biggest cause of burnout. So, if you can’t manage that workload effectively and switch between all things you’re juggling, it can be really quite difficult.

And the most surprising thing for me about that survey, and the results I got back when I was interviewing people for the book, was how sad it is that people are feeling so unhappy about the work that they do. And the verbatim comments were, just shocked me that people show up to work, they want to do the best that they can, and they’re not in environments where they can do that.

And I felt that that was something that we need to change in the world because we all need to be happy at work. We spend so much time there, it’s not worth doing things that we don’t enjoy.

Pete Mockaitis
Well, Elizabeth, that is powerful, and thank you for sharing that. That really does connect emotionally in terms of overwhelm, burnout, sadness. When you say verbatim comments, are there a couple that have lodged into your brain and haunt you, that you could share to tee up just what we might be able to escape here?

Elizabeth Harrin
There was a comment from a woman called Kimberly, and she wrote, “I work in a fast-food project management environment that expects a sit-down service.” And I thought, “Don’t we all?” So many people must feel that they’re in environments where you want to do the best quality work you can, and actually it’s got to be a quick turnaround. There has to be speed and shortcuts, and we have to apply all these hacks just to get through the day because we don’t have the time to focus on the people that matter and the work that matters.

And so, that analogy about feeling like you’re in a fast-food environment but all your customers and the work that you want to be able to deliver, you won’t be able to provide this five-star dining service. Does that make sense?

Pete Mockaitis
Absolutely. And it’s really funny, and I have felt both of those work desires. Sometimes it is a blast to just shred through a lot of stuff at medium quality and high speed, and just enjoy the thrill ride, like, “Woohoo! Look at all these things checked off and out the door. That’s really cool.” And other times, you really do want to be, I don’t know, sort of like an artisanal, craftsmanship, bespoke, excellence, maximum beauty, maximum quality, and what’s challenging is often you don’t get to choose.

Elizabeth Harrin
Exactly.

Pete Mockaitis
“That might be your mood but what’s required is this.” And if they require both speed and excellence at the same time, yeah, that’s a tricky one.

Elizabeth Harrin
It’s a tricky one, and people end up working longer hours. That was certainly my experience when I went back to work after maternity leave and was in this situation where I was managing multiple projects myself. My choices were do things less good, to a less quality standard, or work longer hours. And neither of them really appealed to me in terms of wanting to be the best professional that I could be and do good things in my career. So, I had to start rethinking what work meant and how I could work more productively because the tools I had only gave me those two choices, and that wasn’t good enough.

Pete Mockaitis
Well, that’s powerful and it sounds like some of your thoughts made it into your book, Managing Multiple Projects: How Project Managers Can Balance Priorities, Manage Expectations and Increase Productivity. If you could give us the key thesis or big idea behind the book, what is it?

Elizabeth Harrin
I’ve put together a five-part model that helps people break down their work, structure it differently, and then keep all their balls in the air. Although, the thing I would say is that no book will ever tell you there’s a one-size solution that will fit every need, so it’s written very much from a perspective of, “Here’s a ton of different tools and techniques that you could try. Test them out in your work environment. Find what fits your working style,” because everyone is different, aren’t they? And everyone’s work environment is different. But, broadly, with a few tweaks, hopefully, you can make the work a little bit more manageable.

Pete Mockaitis
Well, that sounds exciting. Could you share with us a case study or a particularly inspiring story example of someone who was able to upgrade their managing multiple projects game to see great results?

Elizabeth Harrin
Yes, I can. I do a lot of mentoring as well, so a lot of the people I talk to will pick and choose a couple of different things to apply. I can give you my own example and then I can share some examples from other people. The thing that made the biggest difference for me is the first of those five steps, which is working out what’s in your personal portfolio. So, what was the totality of my workload? Because I had three or four projects that I was managing, but also, I was mentoring my colleagues, I was organizing events at work, I was having to turn up and deputize for my manager at different meetings.

And all the other things, they never really make it into your mental to-do list because they’re the stuff you jot down on a Post It note and you never find the time, really, to put those on a project schedule or anything. They’re just expectations. So, when I had a complete picture of all the things I was responsible for, I then got a big shock about how many hours that actually equated to within a week, and being able to then have an intelligent conversation with my manager, and also to plan my own time, it became a lot easier because I had full visibility.

And I think that’s something that I know from teaching about managing multiple projects, that other people have take away as well, just that realization of all the extra things that we’re expected to do, whether it’s time sheets, or finance reporting, or organizing a party for the end of the year celebrations, whatever it is, all of those things take time away from us being able to deliver the main part of our job, the projects that we’re working on.

Pete Mockaitis
Absolutely. And I’m thinking about mandatory trainings, I’m thinking about the sort of meetings, I’m thinking about email. Email is tricky because, on the one hand, are these emails about your projects. Well, then I guess, in a way, that time might get counted. Or, are the emails about everything else from the CFO and the CEO and this and that cross-functional group here and there.

Elizabeth Harrin
Yes, team meetings, briefing your colleagues, all that kind of stuff. So, that personal portfolio step was really helpful for me. And one of the other things that I talk about in the book is dependency management. So, how do you work out how your work interacts with other people’s work, and how each of your projects interact with each other?

And I can tell you about Robert, who told me that once he’d planned out those different dependencies between his workload, he felt that he already knew that in his head. But having plotted it out and writing it down in a matrix, he could then use that as a communication tool to help other people in the department understand how their work impacted other people.

And that was valuable then because he could use that to help people talk about, “When does their work need to be done? What’s going to happen if it’s late? This is the implications for these people or this team or that project.” And they could talk about how they could help each other, make sure all of those expectations were met.

Pete Mockaitis
Oh, lovely. That is handy. And so, just like a snazzy chart graph, flowchart, bit of graphical loveliness?

Elizabeth Harrin
You could do it that way. I just wrote it in a spreadsheet. I’m very good at simple things. So, the spreadsheet is a list of all my projects, a list of all my other responsibilities, a list of the way that my work interacts with other people’s work. The way that we did the dependency matrix was we had a list of projects down the side, and then a list of the same projects across the top.

And where they met, we could say, “Well, does this project have anything to do with that? Does this piece of work have anything to do with that team?” And you could sort of write in the box, “Yes, we need to be aware of this,” or, “Yes, we have to do that before this one.”

Pete Mockaitis
Beautiful. Okay. Well, those are handy right off the bat. And could you share, when it comes to managing multiple projects, there are many books and works and tools and trainings on project management, and your corner of the project management universe, managing multiple projects, is distinctive. Can you share with us, what are some of the key differences, distinctions about the game when you’re managing multiple projects versus one super project?

Elizabeth Harrin
I think the biggest challenge for me is having different stakeholders, more stakeholders. If you’re managing a big gigantic project and it’s taking up all of your workload, then you’ve probably got quite good relationships with the people that you work with because you’re with them every day, working with them every day. The team might be large, and I’m not saying there’s not a lot of people and relationships to manage, but there’s one common goal that you’re all working towards, which is delivering the project, and you’ve probably got experience of working with them on a regular basis.

Now, let’s say you’re managing four projects. That’s four potentially quite separate, different teams, each of who want a piece of you at some point in the week, and you’ve got to switch between managing their expectations about how important their work is because not all projects are the same level of importance. Someone has to work on the stuff that’s low importance. And it might be that someone wants more of your time than you can actually give because you’ve got other things to do in your week as well.

So, I think those relationships are probably the hardest thing and the most different thing about managing multiple strands of work rather than just managing one. And that could be managing four different clients. If you’re in a client-facing role, maybe you’ve got four different clients, maybe you’ve got four different internal projects but, ultimately, the more people you have to work with, the harder, I think, the job becomes.

Pete Mockaitis
Okay. Well, then, now could you share with us, you mentioned at the very beginning that burnout, sadness, overwhelm stuff, do you have any strategies, specifically, that are targeted toward the internal game, our emotional landscape?

Elizabeth Harrin
I would say having boundaries is probably the most important thing because often, when people give us work to do, there is the expectation that we have the time to do it. And because we are good employees, and we don’t want to rock the boat, we say, “Yes, of course, I can take on that extra piece of work. When would you like it done by?”

And I think having mental boundaries around, “How do you accept new pieces of work when it’s within your gift to be able to do that?” Are you going to make the point about saying, “Well, I can do this but it will mean I’ll have to stop doing something else. I can do this but not by tomorrow because I’m working on something else. I can get it to you by Friday. Is that okay?”

And having that kind of sense of protecting your own time and your own mental health so that you’re not saying, “Yes, I can do everything, of course. Just lay it on me, and I’m just going to stay up till midnight and be at my keyboard all night.” By being aware of what your own limitations are and how many hours you’ve got available, what else you’ve got going on, planning out the next couple of weeks, you can start to think about, “If I say yes to this, and I have to because my boss is asking,” let’s be honest, you haven’t really got a lot of choice, “How can I make this fit? Whatever help do I need? How can I have that conversation?” And I tend to default to the, “I can do this, and this is when I can get it to you.”

There’s another tool that I can share, if you like.

Pete Mockaitis
Yes, please do.

Elizabeth Harrin
One of the things that has helped me has been the two-week look ahead. So, I will take a point in the week where I’ll look at what’s coming up in the next fortnight with the team, to say, “Okay, what do we know about the next two weeks? Who’s got holiday? When have we got big meetings that we need to prepare for? What deadlines do we have?” and then nothing really surprises you, or you’ve built in a little bit of time to be aware of the things that are coming up, so if you do get a surprise, it doesn’t throw your whole schedule off because you’ve already built in some resilience for what you know is coming up.

That’s been really helpful for me because it also means that I can look ahead in terms of just how busy I’m going to be. So, you talked about protecting yourself and being mentally ready to be busy and juggle all these things. If I know I’ve got another week coming up in the future and it’s very busy, lots of big meetings, high stress, I can prepare for that because I can make sure that I’ve got things for the children’s lunchboxes in the freezer, I can make sure I’ve got childcare organized, I can make sure I’m not booking any late-night social events for me that week.

Or, if I am, I’m planning the next morning so that that’s easy. And so, I’m trying to holistically look at work is coming up and what that affects me, how that affects me personally so that I can be more prepared to show up ready to work.

Pete Mockaitis
That’s lovely. Okay. Well, let’s dig into your five key concepts. They each start with P, which is handy to remember: portfolio, plan, people, productivity, positioning. We’ve already gotten a couple tidbits for each. Could you perhaps give us a quick definition or articulation of the concepts, and then perhaps a top do and don’t within each of the five?

Elizabeth Harrin
Okay. With portfolio, I talk about having full visibility of the work that you’ve got on the go at the moment and the things that you’re responsible for. So, my top tip for that is just to take an hour, perhaps even less, and just look through whatever notetaking tool you use or your notebook or the notes you’ve got on your phone, and try and write down everything that you are currently working on, looking at how much time does that need to take per week.

And I know working out hours is very difficult, so what you might want to do is just think, “It’s a big thing, a medium thing, a small thing. That’s good enough for this exercise.” And then that’s the portfolio piece done. It gives you a good sense of what’s going on. The thing not to do is to keep that information to yourself. Use that as a talking point tool with your manager and with your team to say, “Look at all these things I’ve got on the go. Can you help me prioritize so that I’m focusing more of my time on the things that really matter to the organization?”

The plan step is about scheduling, working out when you’re available to do things, and the tip I have for that is to look at all the different projects you’re working on, and then look at where they’ve got their big milestones, when are they going live, or when do you have a big meeting about them, and then plot those on – again, I did it on a spreadsheet – because then you can start to see, “Oh, project number one and project number four have very similar schedules.”

“Maybe we could work on them together and maybe there are some benefits in looking at how we can streamline and combine the work, if it makes sense to do so, so that we’re not doing everything twice.” With that you’re going to need help from other people. So, again, the tip not to do is to try and do that alone. Other people will have a different insight about what’s important and what’s coming up on a project schedule, so it’s worth involving the rest of the team in your planning.

The people element of the model is all around working with others, as you guess from the name, and that is to do with thinking through how you use other people’s time. So, my suggestion there, if I have to give you one thing, would be to look at where you can combine meetings. And I can tell you about a time I did not do this.

I went along to a meeting with my project sponsor, my main manager I was working with on that piece of work, and I was all ready to talk about one project, but he was also involved in another project, and he asked me questions about that one and I wasn’t ready to talk about that, I didn’t have any of my notes, so I baffled, made episode, went along, and got through it. But it made me think, actually, other people are working on multiple things, too.

And to them, they might have multiple things they want to ask you about, so let’s try and combine the communication so that we’re only contacting people once rather than contacting them multiple time about each different thing that you’re involved with because you then help them manage their time as well.

With productivity, which is the fourth P, it’s really around managing your own time, thinking through what works for you, what productivity tools and techniques you want to use, and how you can help other people in your team be productive as well. The thing not to do with that is to get sucked into the latest shiny tool or what’s working for your colleagues because, in my experience, everybody has quite different ways of working to the best of their ability.

For me, I’m very much a pen-and-paper person. I do use electronic tools for project scheduling and task management and all that, but I always have pen and paper as well. Whereas, I know people who would never write anything down. So, you need to find out what works best for you and then use that in the way that you work.

Positioning is the last P. It’s also the one that’s the most convoluted because I kind of have to find the P that fit it, but it’s more around, “How do you set yourself up for success? So, what does the environment look like?” So, this is all around checklists and templates and processes, and what can you change in your environment to make life easier for future you.

So, one very simple thing to do would be to think through, “What do I do on a regular basis? How much time do I spend thinking about that? Would it be easier if I just had a checklist or a work construction or something like that? Then, if I’m not here, someone else can do it, but, equally, when I need to do it, I can make sure I just wheeze through it. I don’t have to worry about any of those steps.”

And I wonder if this is part of me getting older, but I used to be able to hold a list of things in my head. Now, I struggle more to think about the different steps involved in every process and making sure that nothing gets forgotten. So, anything that can be written down and templated just saves you time in the future.

Pete Mockaitis
And when it comes to the holding in the head, I’ve really noticed that. It’s a little bit of a stressor in terms of, I guess, maybe the psychologists would call it our working memory capacity. That might not be right construct but something like that in terms of there are so many things we can put there, and then when we try to push it for more, I actually feel sort of stress signals popping up.

And so, what I find interesting is if there is a task that is already somewhat stressful, or I’d be prone to procrastinate on because I’m worried I might screw something up or overlook something, make a mistake, or it’s just unpleasant for any number of reasons, having that checklist in place is very satisfying because it’s like I can free up all the potential stress associated with thinking and remembering the steps because they’re just there, and I can feel a little bit of fun momentum associated with, “Okay, I checked this piece of a checklist. It only took 30 seconds but I did it, and it’s checked. And now momentum is there visibly on the page before my eyes.”

Elizabeth Harrin
Exactly. Who doesn’t love ticking a box on a spreadsheet, right, to say it’s done, cross off that task on your to-do list? Project managers love that kind of stuff. And it’s exactly true, and it gives you a better-quality result because you’re not going to forget things. You’re going to go through a set of steps. And, honestly, the first time I did it, my checklist was a bit rubbish, and as I went through the actual task, I went, “All right, I have to do that as well. Oh, I’ve forgotten to involve that person.” So, you just add it on and it becomes checklist version 2.0, and you keep improving and iterating as you go. But the next time you have to do that, you don’t have to think so hard.

Pete Mockaitis
Beautiful. Okay. Well, now just a couple follow-up questions across some of these five Ps. I’ve had the experience, and apparently there are some psychological truths or principles that suggest that we humans have a real hard time, in fact, estimating how long something is going to take. Is that your experience? And what can be done about this challenge?

Elizabeth Harrin
Yes, that’s very much my experience. It’s really hard to estimate. And a lot of what we do is knowledge work where we’re thinking of things or changing something, and we probably haven’t done that before, so you don’t even have past projects where you can go back and say, “When we did it the last time, it took us this long, so, therefore, we can just use those estimates.”

Sometimes that’s because organizations don’t really capture the data in a format we can go back and use again but, also, it’s because people suffer from optimism bias. And when we think, “Oh, yeah, we can do that in four hours,” meanwhile forgetting about the fact that we all need toilet breaks in the day, and to take calls, and to check our emails, and to turn up and do other things.

So, my suggestion for people who are struggling with estimating is to think about how many hours you’ve got in the day, and then to schedule yourself and other people in your team, or have conversations with other people about what’s realistic for them to do, but only think of yourself as available 80% of your time because that then gives you time for those team meetings, the mandatory training we talked about earlier, and taking phone calls on things that are completely unrelated but still relevant to your job, and then you’ve got a bit of a buffer in your day.

The other big challenge with estimating is that people often approach estimating, thinking that they’re only doing this one thing, whereas, in real life, we’re probably juggling multiple different strands of activity or many projects, and switching between projects also cause us some time. So, time blocking has helped me.

Blocking out some time, a few hours to work on a particular thing, or an afternoon to do a particular type of task, and talking to our colleagues about best ways to get things done, what productivity techniques work for them, how do they organize their time, when have they got holidays coming up that they might need to do more things beforehand to hand over, and that might make them less available for your project because they’re supporting something else is just a lot about talking.

And I think contingency as well. Do you think that would be useful?

Pete Mockaitis
Yeah.

Elizabeth Harrin
Yeah, contingency is a buffer time. People often ask me, “But how much contingency should I add to this estimate?” or, “I think this task is going to take five days, but what’s reasonable contingency?” And I tend to, “Contingency should be something that’s based on uncertainty.” So, if you’re not really sure and you’re just guessing, you want to slack on a bit of extra time. Quite a lot probably if you just don’t have the information to make an accurate guess at the moment. But if you’ve done the work before, or you’re quite confident in how long things are going to take, you could probably get away without adding a lot less extra time.

Pete Mockaitis
I hear you. That makes sense in terms of the variable driving whether you want to add more or less contingency is uncertainty because we just don’t know, so let’s play it safe by having some more in a high-uncertainty zone. So, let’s say that the uncertainty is small, you’ve done it before, but it’s a little different. Do you have a go-to percentage that you utilize?

Elizabeth Harrin
I like 10%, I would add 10% extra on. There are lots of estimating models, so if your organization is quite mature in the way that they approach time tracking and estimating, then there’s a lot better ways to do it than just to add on 10%. But if you are just working on something yourself without an awful lot of other guidance from a project management office or anything like that, then give yourself a bit of a buffer, and 10% seems to cover most scenarios.

Pete Mockaitis
Okay. And when it comes to the people side of things, when you’re in the tricky position of having to lead without the authority, like you own the project but you don’t own the employees, you have to do the stuff to make that proceed, it could be a tricky spot to be in. Do you have any top tips beyond being considerate in leveraging their time, of being extra influential, persuasive, to have people to say yes, and, in fact, follow through with their stuff?

Elizabeth Harrin
In my experience, I think it helps to tell people…well, to not tell people, to invite people to participate and explain the reasons behind why their participation is valuable. People like to do things because there’s a reason behind, not just because they’d been asked. So, the great thing about projects is that often there’s a change or a benefit that’s coming at the end of the work. Projects sometimes have bad outcomes, like, “We’re closing down an office, so we’re making your department redundant,” or something like that.

But, often, we’re trying to do something that will be beneficial for the organization and bring about something that’s good. So, if you can tie their contribution into the vision, or the bigger picture of why we’re doing the work in the first place, they can draw those lines and make the connection between how their contribution matters. That can be quite a powerful way of helping people to feel motivated about doing the work in the first place.

The other thing that works is allowing them to set their own deadlines. So, if you go to somebody, and say, “I need this by Tuesday,” their instant reaction might be, “Oh, I can’t do that. You can’t tell me what to do.” Whereas, if you can say, “We need this piece of work done, and your boss has suggested that you’re the right person to do it. How do you think…how much time do you think this might take?”

Obviously, this is not a conversation you’d have in three sentences, but you’d sit with them and explain what the requirements are and help them see the bigger picture of the project as well. And people can then say, “Well, if I need to involve this person and do this and work with that, then I think I could probably get that done by a week on Tuesday.” And that’s the date that goes in your project plan.

One of the biggest mistakes that people make when they’re trying to do projects is they make up all the deadlines themselves. In fact, I’ve sat in a room with senior managers, and they’ve drawn out a project plan on a whiteboard, and said, “Right, that’s what we’re going to do.” And I thought, “But none of the people who are actually doing the thing are in the room.”

Pete Mockaitis
Yeah, “You don’t know what it takes.”

Elizabeth Harrin
“You just don’t know. Why are you making this stuff up?” And then, of course, you just caused delays later because you’ve set expectations that are unmanageable. So, using other people’s expertise, and tapping into what they know, and trusting them to suggest the right timeframes can help. And I feel I’ve gone off the question now. Did I answer the question?

Pete Mockaitis
Well, no, it’s all juicy stuff in terms of you cast the vision for, “Okay, this is how things can be better when the project is done and how you’re contributing to that.” But the deadline-setting stuff, I think, is handy in terms of thinking like there might be a date by which it’s extra valuable to have this done, like, before the tradeshow, or the big meeting, or the big conference. So, that’s, I guess, would be nice to have it done, and executives can determine that.

However, I’m thinking about this is maybe the first project management lesson I learned I thought that was really useful – was it the triangle? You can probably describe it better, Elizabeth, than I can. What’s the time management or the project management triangle?

Elizabeth Harrin
We talk about the iron triangle, the triangle of constraints, of balancing time, cost, and quality. Although, the thought process behind that has moved on a bit now, and we don’t just use time, cost, and quality as a measure of success. But in terms of talking to your stakeholders, your colleagues, and your project sponsor, and your boss, it is really helpful because you can say, “Well, I can deliver to this level of quality, and it will cost this much and take this long.”

And then they could say, “But I want it faster. I can’t spend that much money. I want it cheaper.” And then you can adjust the corners of the triangle, and say, “Well, if we want it cheaper, it will have to be less quality, or maybe it will take longer because we’ll use cheaper resources to do it. Or, if you want it to take less time, it’ll probably cost more because we’ll throw more resources at it. We might be able to maintain quality but we might have to take a few things out of the project scope and maybe add those in as a phase two later, but then we’ll hit the deadline.”

So, it’s about balancing all these different success criteria. And that’s a really helpful point that you’ve put out there because you need to know what people feel is important, and maybe it’s the deadline, maybe it’s, “Do what you need to do but get it done by the tradeshow.” I worked in healthcare, and I was on a project once, and people didn’t really care about when it got done. Well, that’s not true. They did care when it got done, but what was most important was that when it was delivered, it was good quality.

Elizabeth Harrin
And if that took a couple of extra weeks, then a couple of extra weeks didn’t really matter in the grand scheme of things. They just needed it to be good. So, some people will say the date is important. Some people will say, “You’ve got a ceiling on this much money that you can spend,” or, “This quality criteria has to be met,” or it might be something like sustainability, customer satisfaction, or some other kind of measure that they think is important. And if you know that, then you can make all of your decisions based around, “How do we get to that?”

Pete Mockaitis
Yeah, that is powerful to see what is the priority there. And when you say quality, I think my own synonym for quality is how much good stuff, in terms of we can have more…it’s almost two dimensions, like a scope thing in terms of how excellent is the thing and how many of the things are there. Like, if we’re doing a bunch of home renovations, it’s like, “Okay, you want 30 updates across the kitchen and the bathrooms and whatever. And so, we can sort of do fewer of those updates, or those updates could be chintzier, or we’re going to have to have more people working on it, contractors, etc. which will come with the paying for it, or we just take more time to do it.”

So, I think that has been handy for me as I think through stuff, and I get stressed out, like, “Uh-oh, how on earth….?” This feels bad to say but I guess it’s real and something has to give somewhere or else we will be those sad, burnt out, overwhelmed people, is that usually what I sacrifice is quality. It’s like, “All right, well, it’s going to be worse.” But because my quality expectations are usually so insane, we sent you a microphone, so I’m told that no one else does that, and I thought, “Oh, really? They probably should,” but whatever.

So, I’m able to back it up, it’s like, “Okay. Well, we’re just going to allow that, and it’s good enough for 98% of the people who are encountering this thing that I’m making, and I’m just going to have to take a breath and live with it, and that’s fine.”

Elizabeth Harrin
And that’s very much the case at work, isn’t it? There are some things that you absolutely have to get perfect. And if you’re a lawyer writing a contract, you can’t just go, “Oh, well, it’s 80% good enough.” Your client is not going to live with that. But if you’re drafting an internal document just for review to brief your colleagues on something, you know, I prefer not to send out things with typos, but if something did slip through, no one is going to die. It will be fine.

And if it means that you get it out the door at 5:00 o’clock, and you go home on time, and you have a life instead of sitting there stressing about every full stop, and staying at your keyboard till 7:00, because I guarantee that half the people who read that document won’t even notice whether a full stop is there or not. 

Pete Mockaitis
I really like what you said there about no one is going to die, and that is a perspective I’ve come to again and again, because it’s true. There are some things in healthcare, in transportation, in military, police, and other fields where it truly is life and death. The quality of your work will make that impact. And many other times in the land of spreadsheets and memos, it’s usually not.

And so, I find that quite comforting if I’m getting a little bit too worked up about something, is to recall that no one will die no matter how horrible an episode we produce, Elizabeth, although you’re doing great. So, that’s cool. Well, now tell me, Elizabeth, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Elizabeth Harrin
Something that you can do to start managing your multiple projects more effectively is to think about how you can group them into different buckets. So, if you do a couple of things for one client, or you’re leading on a couple of initiatives for one particular department, how can you bring those things together to streamline the communication, try and have meetings where you cover multiple things in one go instead of scheduling lots of meetings about the same thing?

So, looking for connections between the work you do can make it feel a lot less overwhelming. If you’ve got 15 things on the go, for example, that’s 15 things you have to think about. But if you can put them into buckets, and you’ve got five things in each bucket, then you’ve only got three things to think about, and it could be around the solution that you’re building, the person you’re doing it for, the type of technology that’s in use, the date it’s got to be finished by. It could be anything. But if you can group the work, I found in people I worked with have found that it relieves some of the overload because it gives you a way to think about things at the next level up.

Pete Mockaitis
All right. Thank you. Well, now, could you share a favorite quote, something you find inspiring?

Elizabeth Harrin
The quote that I have on my wall is from Francine Jay, and it says, “My goal is no longer to get more done, but rather to have less to do.”

Pete Mockaitis
And a favorite study or experiment or bit of research?

Elizabeth Harrin
I like the copy machine study by Ellen Langer, which is about providing a reason for why we want people to take action. When people know there’s a reason, they’re more likely to do the action that we want. 

Pete Mockaitis
And how about a favorite book?

Elizabeth Harrin
If I was on an island, I’d be taking Les Miserables. I really love that book by Victor Hugo. If I was choosing a business book, I’d choose Emotional Intelligence for Project Managers by Anthony Mersino, which really changed the way that I look at our profession.

Pete Mockaitis
All right. And a favorite tool, something you use to be awesome at your job?

Elizabeth Harrin
I use a tool called Infinity for task management, and a Maltron keyboard to help me type more easily.

Pete Mockaitis
Okay. All right. That’s cool. And a favorite habit, something you do to be awesome at your job?

Elizabeth Harrin
I do Pilates once a week. I think I need to have that time just to be focused on me.

Pete Mockaitis
All right. And is there a key nugget you share that really seems to connect and resonate with readers and listeners, and they say, “Yes, Elizabeth, you’re so right when you said this”?

Elizabeth Harrin
Maybe communicate more than you think you have to.

Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?

Elizabeth Harrin
You can find me on LinkedIn and on all the normal social media channels. And you can find out more about project management at my blog, RebelsGuidetoPM.com.

Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Elizabeth Harrin
I would say to remember that it’s easier to ask for forgiveness than permission. So, if you want to just organize your work in a different way, just do it. Most managers want action and results, and they don’t really mind how you get there, as long as you get there.

Pete Mockaitis
All right. Elizabeth, thank you. This has been a treat. I wish you much luck with all your projects.

Elizabeth Harrin
Thank you for having me on the show.

Dec 15
0

825: The Six Steps of Masterful Delegation with Aaron Schmookler

By | Podcasts | No Comments

 

 

Aaron Schmookler shares practical, hard-won wisdom on how to delegate wisely to minimize time, and frustration.

You’ll Learn:

  1. How to get over the resistance to delegate
  2. What you need to do before delegating anything 
  3. The simple trick to ensuring follow through 

 

About Aaron

For nearly 30 years, Aaron has helped people find their intrinsic motivation, their capacity to collaborate, and the fulfillment that comes from harnessing their creativity. As the co-founder and CEO of The Yes Works, he specializes in supporting business leaders who believe that people are their greatest asset to create environments that bring out their best. 

Aaron and The Yes Works serve clients across the country and across industries including Microsoft, MOD Pizza, DiscoverOrg, Burkhart Dental Supply, SOG Knives, 9th Gear, and Textainer to make work good for people and people good for work. 

Resources Mentioned

Aaron Schmookler Interview Transcript

Pete Mockaitis
Aaron, welcome back to How to be Awesome at Your Job.

Aaron Schmookler
Thank you for having me, Pete. It’s exciting to be talking to you again.

Pete Mockaitis
Well, I’m excited too. And I was taking a gander at our last conversation. Fun fact, in the transcript of Episode 497, the phrase “Tell me more about that” appeared 13 times.

Aaron Schmookler
Oh, fun that you counted.

Pete Mockaitis
Well, I could just do Control-F find. It’s funny because I think we’re both such fanatical fans of the phrase and how useful it is for a variety of purposes. And, listeners, I recommend you check that out. It may transform your lexicon forever. But I’d love to hear, over the last three years, have there been any interesting stories or discoveries or saves of that day that have emerged with you trying out our favorite phrase?

Aaron Schmookler
Boy, I’m sure that there have been countless times that that has come up. I had already experienced the time when somebody called me a jerk or some other less kind, less family-friendly term, and I said something to the effect of, “Well, clearly, I’ve rubbed you the wrong way. Tell me more about that.” And that turned the relationship around.

Since then, I’m sure it’s helped with the health of my marriage and with my daughter. I’m sure, also, that it’s helped with my business partners and with my clients. It’s such a natural and consistent part of my lexicon now that I don’t think that I have the dramatic stories that I might’ve had when I first started to employ that phrase as a tool.

Pete Mockaitis
Yeah, I hear you. Well, it has continued to serve me well also, particularly when I just need a beat to think, to orient, to, “What the heck is going on right now?” as well as, “I genuinely don’t understand what you said,” and it’s much more friendly than, like, “What the heck are you blathering on about now?”

Aaron Schmookler
“What? That doesn’t make any sense,” is what I’m often tempted to say.

Pete Mockaitis
Okay. Well, good to know. So, now, I’d love to chat with you about delegation. You sent me a beautiful proposal. Thank you for that. And I thought that’s exactly something that we should talk about, so let’s do it. Can you kick us off with any particularly surprising or fascinating or extra counterintuitive discoveries you’ve made about delegation in your 30 years of working with different folks?

Aaron Schmookler
Well, I’ll skip to the end and say I love the book Who Not How. And I’m trying now to remember the name of the author, but “Who Not How,” the premise or the thesis of the book is, essentially, “Stop trying to figure out how to do it. Somebody already knows and they can do it better than you. So, figure out who should be doing this instead of how you are going to do it.”

Pete Mockaitis
I love that so much that I was frantically Googling in the background. It is Dan Sullivan. I believe that’s the strategic coach Dan Sullivan.

Aaron Schmookler
That’s the guy, yeah. Thank you.

Pete Mockaitis
Who’s got a wealth of goodies that I’ve enjoyed.
Who Not How, I think that really holds true. And I am astounded at how people can often do things so much better than me. Maybe I shouldn’t be astounded. I should just expect that by now, having learned it so many times. Where I thought, I’ve got a rental property in Chicago, and I thought, “Okay, I’ve checked out the BiggerPockets podcast, okay, I’ve got a little bit of sensibility associated with finding a bargain and renting it out and making it look okay.”

And then I get a property manager who just, like, ran circles around me in terms of, “Oh, yeah. Well, that’s actually a two-car garage so you just got to paint a really good line in there.” I was like, “Oh, but it’s kind of tight.” He’s like, “Welcome to every parking space in Chicago. Also, here’s how we can make them pay for their own water.” It’s like, “Whoa, you should be doing this and not me.”

Aaron Schmookler
One of the things that’s coming to the top of my mind as you’re sharing that story, as a counterintuitive truth about delegation, when I’m training managers to delegate effectively, one of the questions that I ask them in kind of preparing before we got to the “What are our six-step model looks like?” is I ask them, “What holds you back from delegating?”

And, very often, I get responses like, “I don’t want to give people things that I wouldn’t want to do. I don’t want to just push the scut work off onto somebody else.” And the remarkable truth is all the stuff that I hate doing, somebody else loves.

Pete Mockaitis
It is remarkable and true. Hence, a remarkable truth.

Aaron Schmookler
Right. I thank God every day for inventing accountants, for example.

Pete Mockaitis
Oh, yes. You’re speaking my language, and I love accountants too. I hope I haven’t been harsh on them just because I dislike doing accounting work so much, but if it’s in the realm of bookkeeping or compliance-y things, today, we had to find a title for a car in order to renew a thing, I was like, “What? Is a paper I was supposed to have received in a mail and then held on to for a year? That’s really pushing my capability.”

Aaron Schmookler
As my friend Dave would say, “I resemble that remark.”

Pete Mockaitis
All right, so that’s cool. So, it’s who not how, and Dan Sullivan wrote a great book called just that, which is nifty. And some things we sure dislike doing, other people love doing. That’s cool and a blessing. So, then lay it on us, is there, maybe, a particularly inspiring story to tee this up and get us going, “Oh, yeah, I’m fired up to delegate”? Maybe there’s someone who’s overwhelmed and transformed their effectiveness and their stress levels with delegation. No pressure, Aaron.

Aaron Schmookler
I’ll tell a story from my own history. I don’t know if we talked before, Pete, about the fact that I come from a theater background, and my primary training there was as a director, but on the way, I was also a technical director. And one of the things that the technical director is responsible for is, at the end of the show, the very night that the last audience sees the show, as soon as the audience is out the door and those doors are closed, at that very moment begins what’s called strike and they start tearing down the set.

A lot of it goes, ridiculous amounts of the set goes into the trash, all the lights are removed, those that aren’t part of the regular repertory in the theater. And the technical director’s job at strike is, essentially, to make sure that it goes and that it goes off without a hitch. And the first time that I ever led strike, I remember standing on the stage, I’ve got my tools in my hands, I’m spending a fair amount of time working on the materials myself, and pointing and telling people, “Okay, go do this,” and giving them a single task to do, and people would be flocking to me.

I, eventually, had to put my tools down, and it was just so much work for me to try to direct 23, or something like that, people to go and do this task and then this task, and then this task, and then this task. I was so exhausted at the end of that night that I might as well have done the strike myself in order to have gotten that exhausted, and it wasn’t very effective. And we were there much longer than we should’ve been, and we made much less progress than we should’ve been.

So, I called up the last tech director that I remembered working for and really enjoyed, and I said, “What did I do wrong? What do I need to do better?” And he said, “Okay. Well, tell me about what you did.” So, I told him the story of the night, he said, “You are assigning things task by task. And then he said, “You got to break things down into objectives, what’s the result that you want to see, and put somebody in charge of that result.”

“And when somebody comes to you and says, ‘What do I do next?’ you say, ‘Go join Mary over there,’ or, ‘Go join John over there. He’s got this project and he’ll put you to work.’” And so, by delegating objectives, I was able to create mini-teams of my team. And the next time, we got more done than we had anticipated. We got out earlier than we had anticipated.

And so, just that one shift from delegating or assigning tasks, and this is a distinction that I was expecting to talk to you about by the end of our conversation, this distinction between assigning tasks and delegating end results, delegating outcomes, was tremendously powerful for me in an instant.

Pete Mockaitis
I love it, and it really does resonate. I am thinking about events. When you talked about striking the stage, like, “Oh, I did some theater stuff back in the day.” And some events, like putting on these, it was called HOBY, Hugh O’Brien Youth Leadership, sophomore leadership seminars for high school students, as well as my wedding. Like, one of my favorite things to do was carve out zones of responsibility for people.

And sometimes, I even like to make up new names. It’s like, “Okay, Michelle, you’re fantastic and I’m going to trust you to be the person who answers all of the guests’ questions that they would like answered when me and my bride would rather not be tied to our phones on our wedding day.”

Aaron Schmookler
There you go.

Pete Mockaitis
Because I’ve been on both sides of that equation in terms of, “Oh, I’ve got some questions but it’s not quite clear. Like, where do I go? What do I do? Can I do this at the wedding? I don’t want to bother the bride and groom but I kind of like to know.” And so, I was like, “Michelle, you are the director of guest experience. That’s your role. And we’re letting all the guests know, ‘If you have any questions, you call Michelle.” And so, that was really cool.

And for HOBY, we got someone who’s talented with design things but she didn’t want to be in charge of the whole programming thing, so we said, “You are the artistic director. If there’s any sort of color or logo or design or image that goes on a T-shirt or a booklet or a nametag or a door decoration, you are the master of that.” And she’s like, “Oh, sweet.” I knew it was fun for both of us because it decimates ambiguity, it was like, “Oh, that’s me.” It’s like, “Oh, lights? You say lights, Aaron, that’s me.” “Oh, did you say the huge backdrop? Oh, that’s me.” And you get to feel good when you own that thing.

Aaron Schmookler
That’s right. That’s right. And I’ve created an event recently that we called “I’m not participating in this recession.” And it was an event for C-suite folks to come to. I had a CEO, who had been the CEO of SOG Knives, to come because he had taken his company through some recessions. And one of the things that he shared with our attendees was that he likes to make people the CEO of their realm within his company because it just creates so much leverage for him to be able to say, “You handle this.”

And one of the things that I advise, when people are contemplating, “Can I delegate this?” is that if somebody can do a job up to 75% as well as you can, 75% is a good marker to say to them, “You, go take care of this.” Because if you can delegate to three people 75% of what you could accomplish, well, the leverage of all that multiplicity is tremendous.

Aaron Schmookler
Seventy-five percent of three things is much better than 100% of one.

Pete Mockaitis
Yeah, I dig that. And I think it’s really useful to note, “The thing that you’re delegating, is it super crazy mission-critical?” Like, there are very few things in this world, although there are some, in which if you do it a hair better, the rewards are huge. I’m thinking about maybe direct-response copywriting. I’m thinking about Google search engine optimization. I’m thinking about Olympic swimming. Hundredth of a second, like, gold versus nothing.

Aaron Schmookler
Yes, that’s correct.

Pete Mockaitis
But almost everything else is, “You can do this 75% as well? Well, then have at it, and away we go.”

Aaron Schmookler
Especially within our companies, part of the time and effort that we put in our companies is on the core competency of our company, “This is what we do. This is what we do different from other people. This is what we do better than other people. This is what you have come to us for. Everything else in our company is not that.”

Pete Mockaitis
That’s right. Bookkeeping, you didn’t come here. Or, invoicing. Yeah, that’s good. All right. Well, lovely concepts. Now, you actually have a pretty precise five or six, depending on how we’re counting, steps for effective delegation. Can you walk us through these?

Aaron Schmookler
Sure. And you’ve hinted at the idea that this is a six-step model with five steps, in a way, because step zero, I’m considering step zero because, though this is the first step in delegating, it is just you, all by yourself, getting yourself ready to go and do the delegation. And there are some questions for you to answer before you go and do that.

One, “What is the desired outcome? What do you want? What is the end state that you need to have accomplished?” In the military, they call this commander’s intent, “What’s the commander’s intent?” It sounds simple but it’s often very hard, and one way to get there is to think about, “Why do I want this done?” That will help you to conceive what is the end result look like.

So, then when you’ve got your end result mapped out, you also need to answer the question, “When do I need to have this result in hand? And, therefore, what’s a decent margin for failing?” So, if I’m going to delegate something to you, Pete, that I need on Friday by 3:00, if I asked you to deliver it to me by Friday at 3:00, I’ve set us both up to be in real trouble. Better that I should ask you for it by Thursday at noon so that we’ve got time to look it over, make some adjustments, figure out that we’ve got problems, resolve them before I need the thing.

The next question to ask yourself, and we’re still in step zero, is, “Who will be served by taking on this responsibility? And who is able to serve the purpose?” That’s kind of a two-part question. So, who is the right person because they’re going to be served by this? Maybe they really enjoy this kind of work. Or, when I have somebody working for me, I ask them, “Where do you want your career to end up? Where do you want your career to be a year, five years down the line? Okay, what skills and talents are you going to need to get there? Oh, well, this project is going to serve you developing that. So, that is a good reason to give this to you, also, because you’re going to be capable of serving the purpose.”

And then the last question to ask yourself, but still in prep, is, “What are they going to need to succeed? What’s the information that they’re going to need? What resources are they going to need?” And do not skip this one, “What authority, what decision-making authority are they going to need in order to succeed?” That’s step zero before you even begin to delegate, preparing yourself to be ready.

Pete Mockaitis
Okay. And then, I’m wondering, for those who have a hard time letting go, delegating, they might say, “Well, nobody is sufficiently qualified or able to handle this.” How do we respond to that?

Aaron Schmookler
Two things. One is, “Are you sure?” We talked already about that 75% rule. If somebody is going to be able to deliver 75%, then maybe it’s time to reassess what nobody looks like. The second thought that I have is Dennis Bakke wrote a book called Joy at Work in which he suggests that you push decision-making down. And in delegating, he says, “You can set parameters. Without withdrawing the authority to make decisions, you can set parameters.”

So, if I delegate to you, Pete, and I think you don’t have the judgment yet, I might say, “I want you to talk to Betty and Bob about everything that you’re considering before you make the decision. At the end of the day, the decision is yours, and I want you to have the benefit of their insights before you make the final decision.” So, that’s another way of cranking up people’s capability while leaving their decision-making authority intact.

And I’ve actually thought of a third thing to share, which is, “If they can’t do the whole thing, what parts of it can they do? What parts of it can you delegate and then maybe you retain the rest?”

Pete Mockaitis
That’s good. All right. I like that notion of the parameters. So, one of it could be, “If it’s you get the input from these people, another one could be if it’s over X thousand dollars or whatever, then you check in with me,” or, “If it’s concerning super client A, B, or C, I want to know about it. If it’s any dozens of other clients, have at it.”

Cool. So, we’ve got the parameters, so it’s not a sort of 100% carte blanche, “It’s all yours,” but rather, “Okay, here’s a slice of it,” and it may very well still be the vast majority, which is cool. All right, so that’s step zero. What’s our step one?

Aaron Schmookler
Step one, and this one is a little bit counterintuitive, is to ask somebody, to give them something to do without giving them any details. And this is counterintuitive on a couple of levels. When we’re training managers, some people push back on the idea that they should ask anybody anything instead of just simply telling them, “Hey, here’s what you’re going to do.”

And then the other reason that they push back is they say, “What do you mean with no details?” So, here’s what I mean, “Hey, Pete, can I get your help with something?” “Pete, may I give you a project?”

Pete Mockaitis
It’s so funny, like, when you asked me that, you’ve galvanized my attention but maybe in an anxious kind of a way, it’s like, “Ahh, what do you have in mind exactly, Aaron?” And maybe…

Aaron Schmookler
So, the maybe is important because the maybe is correct, and we’ll get to that in a moment. The galvanizing your attention is the biggest part of this. One is I’m treating with respect by asking for permission. And then I can’t count the number of times, somebody will poke their head into my office and simply start to ask me questions, and my attention is on whatever I’m doing, and I have no idea what they’ve said, it goes in one ear and out the other.

And with my attention deficit disorder, and I’m very much like this, and even neurotypical people are like this as well, we all need a basket to put things in. So, when you say, “Can I get your help with something? Can I give you a project? Can I give you a new responsibility?” I now have a basket to put all of the details that you’re going to give me in and create order for my brain, and that’s going to serve everybody.

And with respect to the anxiety that I’ve created, largely that’s because you and I don’t have a relationship where we’re doing this, where you know what’s going to come next. So, one of the things that I recommend to any manager or anybody who’s in a position to be delegating is to tell people in advance, “Hey, when I delegate to you, here’s what it’s going to look like. I’m going to go through these six steps.”

“And what this step I’m going to do before I even get to you, then I’m going to come and I’m going to ask you, ‘Can I get your help with something?’ I’m going to ask you, ‘Can I give you a new responsibility?’” And no is a perfectly good answer, and here are the other steps that I’m going to go through so that that anxiety is alleviated in advance by your knowing, “Okay, this is just step one in a five-step process.”

Pete Mockaitis
Certainly. And then I think you say no is the acceptable answer to, “Can I get your help with something?” I guess, also, maybe any number of context-sharing things, like, “Well, I feel wildly overwhelmed by this crazy important task that’s due in two hours, but what did you have in mind?”

Aaron Schmookler
Right. And if you tell me you have a crazy important task that’s due in two hours, I’m going to say, either, “Thank you for telling me, Pete, you’re not the right person,” or, “Oh, well, this is not pressing. Why don’t I come to you three hours from now to give you a chance to get that turned in and catch your breath?”

Pete Mockaitis
That’s good.

Aaron Schmookler
So, that takes us to step two, which is now we’re going to lay out the details of who does what by when, what is it that I’m asking you for. And there’s another podcast called Manager Tools, and one of the things that they suggest at this point in any delegation is that instead of delegating the task be done, delegate the reporting that it is done.

And I think that is just a brilliant insight to say, instead of, “Hey, Pete, will you do this?” to say, “Hey, Pete, please tell me by 3:00 p.m. on Thursday that this is complete,” or, “Please send me an email with the file of this report by 3:00 p.m. on Thursday.” So, you’re delegating the reporting because if I don’t know it’s done, it has no value to me.

So, delegate the reporting, “Tell me as soon as this is complete. Here’s the outcome I’m looking for,” the manager’s intent, what is the end state, rather than all of the meticulous details, “Here’s the deadline and here are some resources, here are some considerations, here’s the authority that you have.” When I say consideration, that might be you might be tempted. If I’m asking you to rent us a truck, I might say, “The last time we went to U-Hall, we had these problems, so consider looking at Penske and Budget before you go talking to U-Hall.” So, that’s step two, is to lay out what it is that I’m asking for.

Pete Mockaitis
All right. So you’re elaborating, so who does what, by when, to what standard, for what reason, with what resources. Can you elaborate a little bit on the standard? Like, how can we go about unpacking and delineating what is good optimal acceptable versus what is not?

Aaron Schmookler
So, you’re going to want to ask yourself the question of, “What do I need to see?” So, the standard for a truck might include it needs those rails on the wall that you can latch things to. The standard might include the budget. The standard might include the size of the truck. If I’m asking you to create a report, the standard might include margins for error.

Or, if I’m asking you to design something, the standard might be, “I want this to look opulent.” What are the ways that you can describe what it should look like, what it should feel like, what it should be like? And what are the questions that you’re going to be asking when you assess its success?

Aaron Schmookler
In other words, how do we know if you’ve succeeded at the end? Are there no grammatical errors? Are there no spelling errors? Does that matter? And perfectionism, when we talk about perfectionism, perfectionism is somebody insisting that they go beyond the standard, which wastes time, effort, and peace of mind.

Pete Mockaitis
Yeah, okay. Cool. Well, now, can you share with us the step three, negotiate?

Aaron Schmookler
Yeah. So, step three, as you said, is to negotiate, “I asked you if I could give you something. You said yes. And you said yes sight unseen, or maybe you said it depends, so you don’t know what…you didn’t know until now what I was asking for.” So, at this point, the negotiation includes asking the questions, “Okay, now that you know what I’m asking for, Pete, are you still in? Does this still work for you? Do you have what you need?”

“I’ve told you about these resources, I’ve told you about that authority, I’ve given you these tools. Is there anything else that you need that I haven’t thought of? Do you need help? Do you need people? People are some of the resources that you might need. And if you’re tempted to say no, and/or if you’re not sure how to meet the rest of your obligations, then we may be reallocating your other priorities and your other responsibilities.”

“I don’t have time to do that because I’ve got this.” “Oh, well, let’s delay the deadline on that,” or, “Okay, let me take back this thing that I was trying to delegate to you because, clearly, this isn’t going to fit on your plate,” or, “Let’s take this other thing off your plate and give it to somebody else so that you have the bandwidth to handle this.” So, the negotiation is, “Okay, what will it take to make this work if, in fact, it does?”

Pete Mockaitis
Okay. And then step four?
Aaron Schmookler
So, step four is to keep in touch, and this is very often an overlooked step because people say, “Okay, go do this. I’ll see you at the end.” Tools for this include if you’re a manager having weekly one-on-ones where you’re checking in with your direct report, or the weekly one-on-one is focused on your relationship in general where you keep touch, “How is this going?”

Or, if this is a longer-term project, you set, “Here’s the final deadline,” that there are benchmarks along the way, “Here’s how we know we’re on track. This is going to be accomplished three weeks away from the deadline,” “This is going to be accomplished four weeks away from the deadline,” “This is going to be accomplished five weeks away from the deadline.” So, you’re keeping touch of, “Are we on track at each of those benchmark locations?” And you’re checking in on the standards at those times as well.

So, you create a channel for reporting and keep in touch at least weekly, at least briefly. So, that’s step four, is to make sure that you’re keeping in touch.

Pete Mockaitis
At least weekly, that’s handy. And then you mentioned that fine is not a status report in terms of, “Hey, how are things going?” “Fine.” What more precisely are we looking to hear when we’re keeping in touch?

Aaron Schmookler
Here’s where the benchmarks come in, “Oh, well, I’m two days behind on this benchmark,” or, “I’m two days ahead. I’ve reached this benchmark even though it’s not actually due until two days from now.” So, that’s one thing. Or, a status report is, “We’re on track and, in terms of we’ve hit all the benchmarks, up until now. And there’s an obstacle emerging that I didn’t anticipate. Let’s talk about how I might get around this obstacle. Can I have your insight?” Or, “I’m going to need a $100 or $1,000 to level this obstacle that’s come up.” “The price of lumber has changed.”

Pete Mockaitis
Okay. And then step five, debrief?

Aaron Schmookler
Step five is after the fact. So, arguably, this isn’t part of a delegation model. It’s part of a checking in, and I think it needs to be there because I don’t consider it complete until we’ve learned what there is to learn from the process that we just went through, “What worked and what didn’t? What worked in terms of how our communication went? What worked in terms of my execution of what you delegated to me? What worked in terms of did our standard actually meet the need?”

“I delivered this entirely on standard. This is exactly what we designed and it still didn’t solve the problem that this project was intended to solve. So, what needs to change?” So, a few questions to ask here, “What do we need to keep? What do we need to stop, to just get rid of this entirely? This was completely extraneous. What do we need to add? What wasn’t there that needs to be there? And what do we need to adjust? We got the blue one, it was the wrong blue. Or, we got these but, instead of five, we need seven.”

So, what do we need to keep, what do we need to stop, what do we need to add, what do we need to adjust. And that takes us, Pete, through six steps if you include step zero to prepare yourself for the delegation.

Pete Mockaitis
Okay. And then maybe zooming out or cutting across all these steps, what are some of the top things that make all the difference for preventing disasters, disappointments, oopsies, and stressful moments?

Aaron Schmookler
So, I’ll start with perhaps the answer that people are going to like the least. I remember when I took my first advanced level biology class in college was a genetics class. And I sat down for the first exam, and I looked at the cover sheet of the exam, and what it said was, “This is one test in one class, in one part of your schooling, which is just one part of your life. Your performance on this exam, while it may be important right now, is not critical to the outcome of your life, so don’t fret.” That was the cover page of this exam.

And then I opened up the exam, and the first question was, “For ten points, what color is a Golden Retriever? Hint: Look at its name.” So, that story is intended, Pete, to illustrate that part of how you can prevent disasters is by chilling out, both because the things that you’re thinking of as disasters are probably not as disastrous as you think they are, and because fearing disaster makes disaster more likely. And so, one illustration that I love about this, I used to be a hang glider pilot.

Pete Mockaitis
Oh, cool.

Aaron Schmookler
And when you land a hand glider, generally, you’re looking for a big open field to land the hang glider in. And what happens more often than you would imagine is that there’s a big open field with one tree in the middle, and the hang glider pilot hits the tree in the middle. There’s lots of open space, and the hang glider pilot flies right into the tree.

And the reason is that in the fear and anxiety of not wanting to hit the tree, the pilot looks at the tree. And your brain is designed to take you where you’re looking. Millions of years of evolution have made our brains direct where we go to where we’re looking. So, if you’re looking for a disaster, you are much more likely to steer into it. Look instead for the clear open field, and you think, “Open field. Open field. Okay, there’s the tree, that’s where I don’t want to go,” and then you spend the bulk of your time and attention on, “Here’s where I do want to go. Here’s where I do want to go.”

Another part of the answer to your question, Pete, is to consider those benchmarks, and to really not get lazy about checking in with those benchmarks, and assessing along the way, as part of your keep in touch step, “Do these benchmarks still make sense or do they need to be reassessed? Are we still on target to meet the deadline? Are we still on standard? Are we getting further and further? If we start to fall behind, are we getting further and further behind, or are we finding that, over time, we’re catching up?” So, those are a few of the thoughts that I have about that question.

[39:21]

Pete Mockaitis
All right. And then when it comes to micromanaging, I think folks don’t like being micromanaged, and, on the flipside, managers are scared to be micromanaging. How do we make sure we strike this balance appropriately?

Aaron Schmookler
Micromanaging is about backseat driving. It’s about checking in so regularly that people can’t get into a flow. Micromanaging is about making decisions that other people could make. It is not about the frequency of your check-in, provided you’re allowing people to accomplish stuff and get into a flow state before your next check-in. People are so afraid of micromanaging in my experience. The tyranny of micromanagement is the fear of micromanaging far more often than the tyranny of micromanagement is actual micromanagement.

Pete Mockaitis
Okay. Well, so that’s reassuring and comforting. So, then any maybe pro tips or indicators, like, “Oh, you might be getting close to that line”?

Aaron Schmookler
Of micromanagement?

Pete Mockaitis
Yeah.

Aaron Schmookler
If you are tempted to take back the project that you’ve given to somebody, think twice. Taking back the delegation is often a piece of micromanagement. If you are trying to get marginal improvement by changing the decisions that they have made, you’re very likely micromanaging. And it’s important to think about… micromanagers are very often, what they’re trying to do is risk management, “I don’t want this to go badly. I want this to go as well as it possibly could. I want the outcome to be 100%.”

The risk there, the risk that you actually attain is demoralizing people, is losing the leverage that you have as somebody who can delegate, to get more than one thing done at a time. And so, if you are wasting human capital, if you are wasting people’s potential and fulfillment in pursuit of marginal accomplishment, you are a micromanager. It’s time to rethink your priorities.

Pete Mockaitis
Okay. Well, now, Aaron, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Aaron Schmookler
I’m glad you brought up micromanagement because that probably would’ve been how I would’ve answered that question. I think I’m ready for favorite things.

Pete Mockaitis
Let’s do it. Could you share a favorite quote, something you find inspiring?

Aaron Schmookler
This quote is often attributed to Goethe and it, evidently, is not his, and it’s not known where it came from. So, it is, “Whatever you can do or dream you can, begin it. Boldness has genius, power, and magic in it.”

Pete Mockaitis
Okay. And a favorite study or experiment or bit of research?

Aaron Schmookler
there’s an experiment around something called enclothed cognition.

Pete Mockaitis
Oh, yeah.

Aaron Schmookler
And enclothed cognition is, essentially, enclothed, meaning the clothes that you are wearing, cognition, meaning thought. And so, this experiment took people and put them in a smock, like a painter’s smock, and asked them to do accounting work, like work on a spreadsheet, the kind of stuff that you and I were talking about we don’t really like.

And wearing a smock, they were worse than if they were just wearing their normal clothes at doing that task. And wearing a lab coat, they were better than they were at doing that task than if they were just wearing their normal street clothes. And by contrast, if they were asked to do something creative, like create a painting, then they were better wearing the smock than they were in their normal street clothes. And if you put them in a lab coat, they were worse at being creative and original and interesting in creating their art than they were…worse in a lab coat than they were in their street clothes. Fascinating.

Pete Mockaitis
Okay. And a favorite book?

Aaron Schmookler
Today, I’m going to name Never Split the Difference by Chris Voss. A very compelling book about negotiation.

Pete Mockaitis
And a favorite tool, something you use to be awesome at your job.

Aaron Schmookler
I love Calendly. I’m not that great at tracking administrative details, so being able to give somebody either a link to go and book time on my calendar, or Calendly gives you this one-off meeting thing where I can tell you, “Here are a bunch of times. Click one and you’ll appear instantly on my calendar.” Very, very useful for me.

Pete Mockaitis
All right. And a favorite habit?

Aaron Schmookler
“One more” is my favorite habit right now. There’s a lot to do in my life, as there is in all or our lives. And I might go to the sink that’s maybe full of the day’s dishes and start to wash the dishes and start to be tempted to go, “I’m feeling hungry. I want to go dirty another dish.” And I just say, “One more.” And one more will often get me all the way through all the dishes, or all the phone calls that I need to make, or any of those things. So, I have a habit right now of saying, “One more,” when I start to feel like, “I’ve got to move on from this.”

Pete Mockaitis
Okay. And is there a particular nugget you share that seems to connect and resonate with folks; they quote it back to you often?

Aaron Schmookler
I’ve mentioned some of the manager training that we’ve been doing lately, and this is something that hits all managers, I think, where they live. I’ve had CEOs audibly kind of get hit, they sound like they’ve just been punched in the stomach when I say, “If there’s no consequence for consistently missing a job requirement, then that thing is not actually a job requirement. It’s something that you’ve put on your wish list and it’s a resentment-builder.”

Pete Mockaitis
Okay, yeah. And if folks want to learn more or get in touch, where would you point them?

Aaron Schmookler
You can find me on LinkedIn. I’m the only Aaron Schmookler on LinkedIn. And you can find me on all the work that we’re doing at TheYesWorks.com.

Pete Mockaitis
Okay. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Aaron Schmookler
Yeah, I’ll stay in keeping with the theme of the day – delegate. Go delegate. Are you not good at it? Delegate it. Are you not interested in it? Delegate it. You don’t have time? Delegate it. Delegate it. Go delegate. There’s almost nobody that I know who delegates too much, but there are lots of people that I know who delegate too little. Myself included, by the way.

Pete Mockaitis
All right. Aaron, this has been a treat. I wish much luck and fun in all your delegations.

Aaron Schmookler
Well, thank you. Likewise, right back at you.